Overview

Solo practitioner, recently transitioned out of national BD. Focus on financial planning and advisory services, sales is not central to my business. My clients and genuine advice are, as is, being honest and fair treatment. Clients should be able to get good advice, at a fair price and not feel cheated.
I am in search of advisors that are looking to transition out of their books immediately or in the near future. Someone who cares about the legacy they have and want to see their clients continue to be served in the same fashion they have been for years. I am not an asset gatherer, or one who wants to grow fast and sell away later. I have a long career ahead of me and intend to make it a good one.

Last Activity
6 months or more

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