Overview

Recently made the move to an independent advisor and am looking to grow and partner with like minded advisors. My process is to lead with goal based financial planning and manage diversified, fiduciary investment accounts. I have 25 years in the industry, earned my MBA from University of Washington Foster School of Business and hold the CFA designation. I recently brought on a partner with his CFP designation and MBA degree.

Market
Advisor/RIA
Last Activity
within 4 months

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