Overview

I am fortunate to have successfully acquired two financial practices in the past eleven years. Now that they are fully absorbed, I would like to acquire another practice that is highly focused on client service, similar to my own.

I currently advise $70 million in assets for 160 households, contacting the clients quarterly and meeting at least per year for annual reviews.

My clients have become my friends and extended family through the years, and at age 47 with over twenty years of experience, I feel I am in a wonderful position to add to those relationships and continue to perform at a high level for new clients.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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