I am a growing wealth manager working as part of a team in a mature Wealth Management practice. I have over 14 years of experience working with high net worth clients. I am fully Licensed and a CFP holder. Our practice is focused on comprehensive wealth management - with a strong focus on financial planning. I am interested in acquiring a practice or helping an adviser identify and design their prefer exist from the business. I consider myself to be flexible and open-minded to the variety of options/strategies when it comes to purchasing a practice. I'm looking for a win-win situation that ultimately benefits all parties involved - including the clients.