Overview

I have my own RIA and I am looking to grow my client base through acquisition. I have always focused my practice on providing an exceptional client experience. I am focused on comprehensive wealth management, to include objective financial planning, investment management, tax planning, estate planning, and risk management solutions. I am a CFP® professional and have my Accredited Wealth Management Advisor℠ designation.

My firm is technology-centric and I am easily able to support remote client interactions, as long as the transitioning client book is up to it.

I am most interested in finding a seller with a book of fee-based business to transition.

Last Activity
within 6 months

Business Data

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