Overview

CFP(R) CKA(R) with 25+ in the industry with no disclosure items.
My business is primarily a fee based discretionary portfolio management on Envestnet.
I use OneView, Salesforce, eMoney, Morningstar, Envestnet, and Zoom for virtual meetings.
Insurance, annuities, Long-Term Care, etc. may be utilized as required by planning.
I use a very thorough process and enjoy long term relationships with clients.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
6 months or more
Listing Age
1,164 days old

Business Data

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Clearing Firm / Custodian

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