Overview

We are an independent investment business specializing in asset allocation of both public and non-public investments.
I am looking to purchase a good book of business from an independent advisor who is looking to retire within the next 6-18 months and wants to leave with their clients in good hands and someone they can trust.
When it comes to strategy, I am a value seeker with a contrarian edge utilizing investment tools to implement a strategy based on the clients individual needs.
I deliver service with a smile, but focus mainly on providing a results driven business for my clients, family, and friends.
I am the first Eagle Scout of the new millennium, an active community member, and an avid fisherman who enjoys traveling.

Market
Advisor/RIA
Last Activity
this month

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