Overview

I am seeking to buy a book of business. I am a young advisor that is looking to grow my book of business and team. I have a holistic financial planning practice that serves clients with an objectives based approach. I have inherited a book heavy in annuities and am transitioning to more fee based, money management. I transitioned to my current Broker Dealer two years ago to be better positioned and supported to both grow my book and offer more solutions for my clients. I work with clients in estate, retirement, investment and risk management planning. I am a process driven advisor that truly cares about the relationships and service of each client. I plan to work for 25 more years and look to serve my clients in helping them reach their goals and objectives with a caring, collaborative process.


Last Activity
within 4 months
Listing Updated
Dec. 21, 2023

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