$25MM AUM | $300,000 GDC in
We focus mainly on retirement transition planning and place a huge emphasis on planning as a fiduciary. We have two offices, one in Connersville, IN & a satellite office in West Chester, OH. I'm primarily looking to grow business in these two locations over the next 3 years (2022 - 2024). In 2024 I plan to split my time between Indiana / Ohio & a begin growing a practice somewhere south (Tennessee, Virginia, Western Carolina, Georgia, Alabama, or Florida). I'm very interested in merging my practice with another practice about the same size to slightly bigger if an opportunity makes sense.