Overview

I am part of a small Financial Planning and Wealth Management office. We are independent, so we can tailor investments to our client's needs. We are completely non-proprietary so have no pressure to use any specific product or company. We pride ourselves in having personal relationships with our clients and taking personal interest in their finances.

My goal is to acquire additional clients from other independent advisors who may be looking to retire or downsize their business.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...