Overview

Just recently went from $7,000,000 to $2,500,000 to leave my office. Didn't think I'd lose that much! Looking to work with someone and/or within a group. I firmly believe 1 + 1= 3, and a group / team is much more powerful in the advisory business. I've been in the business for 5 years, and looking to partner up! I'm currently scheduled to start my CFP in September. Based on the course schedule I should be sitting for the exam early next summer.

Last Activity
6 months or more

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