Overview

Managing Member of a Comprehensive Financial Planning and Investment Advisory Firm within an Independent RIA Firm with a BD affiliation. I am looking for opportunities to grow through merger, acquisition, and/or succession. I am a Chartered Financial Analyst & CERTIFIED FINANCIAL PLANNER with over 15 years experience in the financial advice industry, and am under the age of 40. I have completed merger/acquisitions in the past, and have the competency, capacity, and practice framework/team/systems to help an Advisor smoothly transition towards retirement.

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