Overview

Advisor looking to join existing practice and/or buy over a period of time. Currently working to convert a commission only book into a recurring revenue/fee based income stream. This is being accomplished by targeting managed money/advisory prospects through consistent reviews and an emphasis on building a portfolio outward by starting with goals based financial planning as the cornerstone. My philosophy is letting the clients goals and risk tolerance dictate the basis of the portfolio and investments used and not visa versa by making an investment fit for everyone.

I am a CFP in my early 30’s who enjoys the planning and relationship building of this business but also truly enjoys portfolio management and the analysis that goes into the process of developing a successful asset managment book. My goal behind being part of a succession plan is to help seamlessly serve a group of quality/trusted clients while being able to take additional ownership in building a unique practice. One that differs from the large corporate philiosophies that limit flexibility and sometimes loses sight on the holistic view of what’s right for each client. I am open to many opportunities and would welcome and appreciate the time to explore those possibilities with and/or your team.

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