Overview

I partner with another advisor and we are a part of Southwestern Investment Group. Our firm has roughly 40 advisors currently in 5 states. Our team within our firm (4 people on our team) have combined over 40 years of industry experience. We work almost exclusively with the mass affluent/affluent clients. We provide our clients with a comprehensive financial plan.

We are currently in a position to buy/merge with another advisor or group and welcome the opportunity.

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