CFP with an independent financial practice based in Fairview Park looking to expand advisory AUM's by acquiring additional financial practice, preferably majority of revenue as advisory. I started in the industry in 1997 & truly enjoy being an advocate for clients & their families. I utilize outside portfolio managers (that have been vetted through my BD & myself) as well as portfolios I create & manage for clients (depending on brokerage account size, client needs, etc). I also deal with some direct business through the typical mutual fund companies, & annuity companies. My goal is to provide every client & their families a holistic approach to personal financial planning.