$100MM AUM | $650,000 GDC in Roseville, CA
Member is Interested In:
I do comprehensive planning and asset allocation. I use a variety of products to suite my client base. A large portion of my business is fee based or receives a trail which gives me the ability to scale the business up considerably. I am interested in growing my practice through acquisitions. I have a team of advisors who I work with who can handle all types of business.