Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
290 days old
General
Location
Grand Rapids, MI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,250,000.00
# of Accounts
750
Avg Client Age
50
Overview

Given my CFP designation, I believe every relationship needs to start with a formal, written financial plan. This helps dictate the solutions used for every custom tailored portfolio. Monitoring progress over time, I'm able to provide clients with a sense of comfort in letting them know the probability of achieving their financial and retirement goals. In addition, I want to help clients live a long and healthy retirement by providing them with a suite of longevity planning resources.

Through Succession Link, I'm looking to acquire a successful practice that aligns with my vision and processes. I am eager to serve new clients with an exceptional level of service, dedication and enthusiasm.

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