I currently run a financial planning practice with Northwestern Mutual. I've been practicing for 11 years and have experience in insurance planning, retirement planning, investment management, and fee based planning. I'm a CFP, CLU, ChFC, and hold my life, health, series 7, series 6, and series 63 licenses. I'm 33 years old and am I am motivated to grow and help clients get through retirement. With this in mind, we have designed the practice to help retiree's and pre-retirees live the life they envisioned after working with advisor teams for decades prior.
The vision is to get to $50 MM of AUM in the next 3 years and I'm open and willing to buy a practice if there happens to be a good fit.