Overview

Wealth Management/Financial Planning Practice. $195,000,000 AUM; 80 recurring revenue (fees/trails). Background as an attorney/CPA. Hold CIMA(r), CIMC(r) and CPWA designations. Former national president at Investments & Wealth Institute (formerly known as: IMCA).

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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