Overview

I am looking to grow my book through acquisition. I am on a father-son team with over $250m under management. The $5.6m is what I am managing now, but any book acquired will have access to my father as well with over 40 years of experience, a J.D., and a CFP. At the moment, I am just exploring this site. However, I might add more to this description later.

Last Activity
6 months or more

Business Data

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