Overview

I have been in Financial Services since 1984 and a CFP since 1994. I established my own firm in 1997 to focus on advanced planning strategies comprehensive financial planning. I have no proprietary products or sales quotas. My business model is, all new clients have a comprehensive plan prepared for them. They pay for it one of two ways. Either they bring a minimum investment account of $100,000 which we manage for a 1% annual fee. Or we quote a flat fee for the plan and investment are on a commission basis. We utilize a platform they allows mutual funds and 3rd party managers in the same account. We provide life, disability and long term care coverage.

I am looking to grow my business through acquisitions and develop a succession relationship. I feel that I have at least another 15-20 years left before I am looking to retire.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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