Overview

I am 35 years old with 10 years of experience in the industry. I am ready to take the next step in growing my business through acquisition. Going forward I am focusing on more of a 70% Fee Based/30% Commission mix. I have lived in Metro Detroit my whole life and have no plans to ever leave. I am easy to work with and will be as accommodating and as flexible as possible to a seller to make a transition as smooth as possible. I have an MBA degree and am currently working on obtaining my CFP designation. I work well with clients and I am always friendly and very responsive to clients whenever they need me. I am all about great service to all of my clients. I am preferably looking to purchase a practice located in Macomb or Oakland counties. Please contact me to discuss further.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
1,387 days old

Business Data

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