Overview

20 year experienced advisor with a team of 2 senior advisors, 2 junior advisors, and staff. I've completed a 2 million, 6 million, and a 15 million AUM buyout. We've upgrade our tech stack, marketing process, and a unique client relationship management process to buildout the client experience. Our junior advisors and staff help with servicing the clients and back end while myself and another senior advisor work with the clients directly. I know we can offer a great client experience and extend your legacy.

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