Overview

Boutique practice with a high touch client experience.

I have been an advisor for over 20 years yet I'm 44 years old. Over the last few years, my vision for a boutique practice has become a reality and I'm able to offer what I've always envisioned to be the ideal client experience. I am looking for an acquisition that fits philosophically as well as financially in order to expand my reach with a new client base that melds with my current one.

We will never be a team of 20. Our practice is built on high touch relationship building with myself and my associate advisor. We believe that a boutique experience is being 1 of 1, not 1 of 1000 and that's how my practice has been built. Our portfolios are customized, financial planning is essential and we are available to clients when they need us.

The boutique practice I've built thoughtfully over the last few years would hopefully stand out for an advisor who has dedicated their career to same principles that drive me. I am very much quality over quantity and believe that clients used to an outstanding, personalized client experience would be well-served with me for years to come.

Last Activity
6 months or more

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