Overview

With 14 years in the business and around $30 mm AUM, I offer a good mix of experience, extra capacity for new clients, and decades remaining before I retire. If selected, I look forward to spending the time needed to meet all of the clients in person and get to know them, and to learn the details of the current advisor’s management style to make the transition as seamless as possible for the clients.

Last Activity
6 months or more

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