Overview

I've been in the business since 2009 and was able to build a decent book of business based on referrals from existing clients. My business is client focused. I focus on knowing my clients and partnering with them to accomplish their goals taking into consideration their unique financial situations.
I am looking to expand my practice by purchasing a book of business from an advisor who is planning to exit in the next 1-5 years. I am also open to the possibility of merging with or joining a successful practice. If a practice is available for sale, I plan to work with the exiting advisor to successfully transition his/her practice. My broker dealer will provide assistance during the transition and can provide different incentives for the exiting advisor upon transitioning the practice.

Last Activity
6 months or more

Business Data

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