Overview

My practice is focused on helping people holistically with their finances. I utilize a structured approach that is goals-based with an emphasis on life planning. My marketing is targeted to law enforcement, firefighters and teachers, but obviously the spouses of my target market sometimes work in private industry so I am competent and knowledgeable in those areas as well. I left Merrill Lynch in 2008 and have been independent ever since. I have integrated technology systems and automated workflows that improve practice efficiency and accuracy. I have incorporated these into my practice within the last 18 months.

I am looking to either purchase smaller practices or to merge or be a successor with existing practices that are aligned with my philosophy and technology. I am open to making changes to my technology and systems if it makes sense for the client and practice, and it is the right opportunity.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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Technology Solutions

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