Overview

I am seeking the ability to grow my practice further by working with financial advisors interested in transitioning their book of business as part of a well-structured succession plan. I’ve been a financial planner for 15 years and I have the pleasure of working alongside my father who has been a great mentor toward helping me become a financial planner who enjoys and appreciates my profession. My enjoyment and appreciation comes from working with individuals or small business owners who want advice and guidance in establishing financial goals and managing the expectations of those financial goals in their life. My father and I over the years have had the opportunity to create well-structured succession plans that were implemented upon a financial advisor’s retirement. If you decide to work with me then I plan to have my father involved in the process as I value his expertise so that the transition goes smoothly for you and your clients. Please contact me if you would like to discuss further.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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