$10MM AUM | $120,000 GDC in
I had developed a financial practice while growing and managing a large employee benefit practice. I've sold the employee benefit practice to be fully devoted to the financial advisor practice. I have extensive expertise in tax favored wealth accumulation and distribution strategy, wealth transfer concepts, tax minimization, and income maximization. Extensive background in defined contribution and defined benefit plans and strategies. I'm looking to grow my practice quickly through acquisition or partnering with an established advisory firm. Befor I entered the employee benefit and financial advisor fields I was a bond trader for 5 years with a large insurance company.