Overview

Advisor who puts clients needs first and I am in it for the long-haul. Want long term relationships with people built on trust. Independent advisor with almost all fee based work. Looking to expand my business because my career has another 30 years to grow. Excellent relationships with all my clients and plan to always keep it that way. Series 66 and 7 as well as MBA. Down to earth approach to make complicated financial goals simple to understand and attainable. Prefer to grow my business by another 20 to 50 million AUM.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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