Overview

I'm a CFP/CIMA looking to grow my practice. I'm currently licensed in over 20 states, so working with clients remotely does not worry or scare me. I use eMoney as my financial planning tool.
I view my main benefit to my clients is my problem solving ability.
I've become very focused on internal growth of my practice - transitioning clients to operating within the confines of how I want to operate. This allows us to streamline processes and get to the size that we have.

Last Activity
within 2 months

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