Overview

I am a tax planning, financial adviser with an MBA in Finance and Accounting. Looking to expand my business and take on clients servicing the Milwaukee & Waukesha area of Wisconsin. I bring a very in-depth comprehensive planning approach dealing with cash flow analysis through taxes, investments, insurance products and estate planning; developing deep relationships with my clients for the long term. Specifically looking to acquire existing books of business from near retirement or retiring advisers as I continue to scale up my practice.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
1,471 days old

Business Data

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