Overview

My practice focuses on advising my clients with retirement and legacy solutions. Most of our portfolios are designed based on clients’ long term objectives through an advisory fee based platform to provide them with income or growth and income solutions. I have a CFP® designation and am also an Accredited Wealth Manager.
I would like to grow my practice through acquiring additional practices, focusing on practices that are in need of advisory solutions and converting the acquired practice from commission to a fee based approach.

Last Activity
6 months or more

Business Data

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