Overview

I am looking to grow my business through acquisition. I would be an ideal fit for a potential seller because I am very adaptive and would work hard to keep client relationships in tact. I am open to flexible terms on how practice transfers and/or merges. I have over 25 years of financial services experience and love helping people succeed and reach their financial goals. I am a Certified Financial Planner (CFP) and Chartered Retirement Plans Specialist (CRPS).

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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