Overview

I am 41 years old with 21 years of experience in our industry (yes, I started in college). Organic growth is great, but I see substantial value in being able to grow via acquisition, merger, or business continuity planning. I have financing, experience with buying and selling a practice and the desire to grow. At the end of the day it is not about the money... the clients, advisors, and our families are what matters most and I will only work with high quality individuals.

Last Activity
6 months or more

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