Overview

Young advisor, 35, looking to purchase a practice in addition to continuing to grow what I already have built. My main focus is towards planning and allowing the planning to dictate investments and insurance. I have been in the business since 2006 but have only been in business for myself since 2014. Willing to relocate from Hutchinson for the right opportunity.
I believe there is more opportunity to serve my clients by helping them avoid the losses than by picking the apparent winners.


Last Activity
6 months or more

Business Data

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