$20MM AUM | $250,000 GDC in Lansing, MI
Member is Interested In:
Mid 30's, 15 years in the industry. CFP, ChFC, CASL, RHU, REBC. Independent since 2009. Also run a tax an accounting firm. Have purchased two retiring tax professionals firms. Interested in purchasing a firm. Client base that is outside of my home state is fine as I have many out of state clients as well.