Overview

Firm is focused on providing high-touch client service, objective advice, and thoughtful investment management. I have institutional backgrounds with nearly 20 years of professional experience, an MBA in Finance, am a CFP certificant and CFA charterholder. I've been on the advisory side of the business for just over 4 years and launched my own RIA in 2020. I am looking to acquire a like-minded practice in the $20m to $40m range. I am also open to bringing advisors onboard who are looking for a better payout structure and operational support.

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