I currently recruit, coach, and supervise approximately 45 financial advisers for a locally based independent BD. In this role, I help advisers more effectively market and grow their practice. I office in Arden Hills, MN, however the advisers I work with are spread out across the country.
I also have a small personal book of business. I am looking to grow that book in the next few years through marketing and possibly acquisition / succession. I live in Plymouth, MN with my wife and three boys. We are active in the community and I see myself growing the book here in the northwest metro.