Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
754 days old
General
Location
Effingham, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$12,500,000.00
Gross Revenue
$70,000.00
# of Accounts
170
Avg Client Age
55
Overview

Thank you for taking time to understand how you can feel good knowing your clients are in good hands when you decide to leave your practice.

I have been a Financial Advisor since 2010, concentrating on custom financial solutions designed specifically for each individual and business. My licenses include the Series 6, 63, and 65, along with life, health, and property/casualty. Prior to starting my practice, I spent ten years in Human Resources Management.

The financial services industry is special to me in a number of ways. My father had a heart transplant in 1995, two days before my high school graduation. My brother was born with neuroblastoma, and turned 40 this year. My family was blessed with a tremendous outpouring of support from our community. My background allows my to help families and businesses achieve financial goals with concepts they may not understand.

Having grown my practice organically, I believe the time is now to take the next step in growing my practice. This step is working with a veteran advisor, such as yourself, and be there for your clients, as you have been there for them.

Some day, we all will leave our business. Your clients have trusted you with their most precious information. Your clients deserve to continue to receive the advice, attention, and respect you have provided them through the years. You and your clients can be assured they will continue to receive the same level of support you have provided them.

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