Overview

My company specializes in helping successful families and business owners with comprehensive financial and retirement planning. I'll be moving to Spokane later this year around June. I'd like to form a relationship with some potential sellers. In the past I worked with a major broker/dealer where I was advisor to over 1,000 accounts and had over $120 million in AUM. I've been in the business for 11 years, and I started my independent 4 years ago and have the experience and capacity to greatly expand through acquisition. 85% of my clients live in different states throughout the USA. I am licensed in 12 states including California and will soon be licensed in Washington.


Last Activity
6 months or more

Business Data

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