Overview

I am an independent adviser with 20 years experience here on Mercer Island. I have recently taken on a partner and with the extra horsepower would like to acquire or partner with a like minded adviser who is interested in transitioning his/her business. I'm open to several types of transition plans and my firm has extensive experience in managing the process in a seamless manner.

Let's see if there's a match. Thx

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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