Overview

I am a Financial Planner, CFP. I clear through Sigma Financial, a broker -dealer who works with Independent individuals like myself. I have no responsibilities to invest or insure with any particular insurer, fund, or money manager. I work with providers who meet my clients needs. I currently have 200+ clients who are diverse in age, income, assets, risk tolerances, and goals. My service model is based on making it as easy to meet as possible on my clients. I travel quite a bit and hold many evening appointments. I have transitioned most of my book to the AUM model and will continue on that path. I am looking to continue expanding my book of business and develop the relationships to help your clients succeed and for you to exit your practice.


Last Activity
6 months or more

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