I am an independent financial advisor with LPL Financial. I do business with a partner and we operate as “Western Reserve Wealth Advisors.” I offer investment management and advisory services, and my CFP and CPA experience serves as a nice compliment to this practice.
I primarily assist clients with investment management of traditional, SEP and ROTH IRA accounts, taxable accounts, and college savings accounts. I hold a CFP, CPA, Series 7, Series 66, and insurance license.
I am looking for a small acquisition to grow my individual practice.