Overview

I am a young energetic advisor who believes in working with clients to determine what is best for them in their situation. I am series 7, 65, 63 and life and health licensed and currently working on my CFP and ChFC designation. My goal is to help advisors who have worked hard and in the best interest of their clients achieve their own goal of transitioning out of the business and passing their clients onto another advisor who will work as hard as they have.

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within 6 months

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