Overview

My hope and my prayer is to find someone with whom there is a good personality as well as business match. In an ideal world I would get know this person over a period of time and acquire their business assuming it's a good fit for both sides. My current business is primarily advisory based which is often model driven and ties into their financial plan. That said I have a handful of clients for which I buy individual stocks. I've found I'm one of only a few advisors I know who still subscribes to this type of investing. It's clearly not for everyone and therefore a small portion of my business but I can definitely talk individual stocks when or if necessary.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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