Overview

Independent managing partner with over 20 years of experience all with Ameriprise Financial, where we assist clients in reaching their overall financial planning goals through comprehensive financial planning. The firm consists of 5 licensed advisors and 3 unlicensed staff support which provides us plenty of capacity for growth. Our firm currently has offices in Arizona, New York and California with the goal to become a national firm. We are looking for an opportunity to purchase, merge, or assist other advisors in growing their books of business in these markets but are open to expansion in other markets assuming right cultural fit.

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