Overview

I am looking to purchase/merge/create continuity for seller of 10MM-95MM practice. Chicago, Chicagoland. NW Indiana. SE Wisco.
Fully licensed, CFP/MBA 51 year old with focus on managed wealth and personal touch client service experience. 25+ year USAF Reserve Retired/Afghanistan Veteran. I and my partner, upper 30s of age CFA Charter holder, would like to make a meaningful strategic move to help create an honorable legacy for the right advisor(s) who is/are concerned primarily about the well-being of his/her clients. I have a 20+ year vision for my partner and I; we are in it for the long term. I'm flexible and appreciate the opportunity to engage in an introduction/conversation. We are passionate about integrity, hard work, and "working smarter".

Last Activity
2 weeks

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