Overview

We are looking to grow my practice. I graduated college from University of Missouri St. Louis with the Bachelors in Business emphasis in Finance. I worked for Ameriprise Financial for six years specializing in financial planning. I have been working in the industry for a while and have my CRPC. We are currently working with a unique company in the finance industry that provides holistic planning for clients. We have in house attorneys, CPA’s and financial advisors that work on a holistic plan which is taylored for the needs of each client. I found that it is rare to have a company like this that has all of the in house professionals that are all working on a plan together for the client. We believe this is the way the future of financial planning is going and is the best way to help the client.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,076 days old

Business Data

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