Overview

My practice consists of 5 support team members and relationships managers. I partner with a great group of CPAs whom I work closely with and share referrals. Ideally I would like to bring on another advisor to work on my CPA referrals and provide greater service to our mutual clients. We implement a very systematic approach to goals driven planning and investing through multiple custodial relationships.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week

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