Overview

I started my company in 2016 after working for wire houses, my families business and private banks for the last 20 years.

I am looking for senior advisors who are looking to transition their relationship to a 40 year old advisor who has lived thru two massive market corrections and does business the right way.

The reason I went independent was because I no longer was learning from the organization I was with and I did not believe in the one size fits all model that large organization are pushing.

My practice is 98% fee based and I believe if you do right by your clients everything will work out.

Last Activity
within 6 months

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