Overview

I am a new Advisor with uFinancial Group in the Mechancisburg home office. I am a recent graduate of Shippensburg University and have recently passed my Life Health & Annuity, SIE (New as of Oct. 2018), Series 7 and Series 66. I am open to all avenues to start my practice including the purchase of an existing Book. Ideally I would like to partner with an Advisor in their succession planning to allow for an appropriate transition of management for their clients. Ultimately, providing me with additional business, knowledge and experience while assuring the predecessor an easy transition and most importantly the proper care of their existing book.

Last Activity
6 months or more

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