I am a young (30) independent adviser with 7 years of experience focused on expanding my practice with like-minded professionals and/or providing succession opportunities for senior advisers looking for an exit strategy. 3 years ago my partner and I left a large captive agency insurance company to start an independent firm. I've helped my senior partner convert from commission to fee-based business model and modernize our operations. Our firm is a financial planning firm first and foremost. We believe in operating our business on a foundation of service rather than sales. We offer a combination of commission and fee-based products as well as insurance products.