I run the operations and investments of a $200 Million+ RIA that I helped establish from day 1. I am also a wealth manager with approximately $50 Million in my firms AUM including 401k plans that I solely oversee. Ideally I'm looking to start up my own firm through acquisition or join a firm looking to the future with internal succession. I am a portfolio manager and run discretionary models comprised of ETF’s, mutual funds and individual equities/bonds. I hold the CIMA and CFS designations and am working on completing my CFP. I am also licensed to sell Insurances, LTC, DI, and Medicare policies. I would be open to discussions regarding an independent advisor forming a succession plan with me where I would join that firm to do so.