Overview

I've been in the financial services business since 2007. I originally worked my way up from marketing to operations within a Broker Dealer and RIA to then becoming a producer to finally launching my firm. I'm a CFP® Practitioner and hold the AIF designation. My practice is comprised of financial planning, investment management, corporate plan design and consulting and group benefits and life insurance. I have a unique approach on both the client and advisor side. Through the use of technology I have been able to scale and reduce costs for both advisors and clients. I am looking to expand my brand by purchasing practices and finding the right advisors to become part of the team.

Last Activity
6 months or more

Business Data

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