I am a young, driven, talented financial planner and investment advisor. I have several years of experience with veteran advisors. I am looking to buy a book of business from someone in need of a succession plan. I am a very easy-going person and very easy to get along with. I am fully licensed with a series 7 and 66 as well as life and health insurance. I provide fresh, new ideas to clients every day. I am a problem solver at my core and financial planning is a big puzzle I love to solve every day.