Independent, state-registered RIA with. My primary objective is helping clients become and remain financially independent throughout the market cycle.
Relatively young owner with a long future in the business. 13 years experience in industry. Seven years at one of nation's top-ranked independent RIA firms working with mass affluent, high net worth, and ultra high net worth. I have a long future in the business looking to acquire a firm or merge with an existing firm. Preferred custodian is Charles Schwab.
Systems I currently use: MoneyGuidePro, Tamarac AdvisorView (portfolio accounting and reporting), Microsoft Suite, YCharts.
Blend of active and indexed strategies within portfolios. Strong focus on planning and tax-sensitivity. Mutual funds, ETFs, and options.