Overview

I'm a financial planner working at an independent firm in the west metro of Minneapolis. I'm looking for advisors who are looking for a trustworthy holistic financial planner to transition their practices to. I understand how hard it is to build a book of business from scratch and wanting to see the clients you've known for years to end up in the hands of someone with integrity. I've seen different sides of this business and strongly believe in having an independent approach where it is easier to serve my client's best interests.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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