$100MM AUM | $1MM GDC in
Started as an advisor in our firm about 15 year ago. Grew a successful practice, went into management was then asked to lead the firm. We are the third largest (by GDC) massmutual office in the country and are aggressively looking to grow our firm by helping experienced producers find a great match for succession at our firm. We provide, training, supervision, sales coaching/development, education and ongoing support. Full time EXP edvisor onboarding staff team to help you bring assets over for a smooth and simple transition. Hope we can connect and talk!