Overview

My business is mainly Retail Brokerage Accounts with Mutual Funds and Managed Accounts with Variable annuities, term insurance. I'm looking to grow my practice and team in South Central IL. I have several clients across the country but mainly in the Midwest. I've been a financial coach for over 10 years and love to educate clients on stewardship, and good financial practices from investing, tax prep, budgeting and risk management.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
1,152 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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