Overview

I am a sole practitioner who has been in the business over 30 years. I have a diverse clientele and over half my business is advisory. I am a CLU, CHFC ,MBA and AEP. I am looking to acquire a book within the year 2020-2021.

I'm interested in bringing on an valued based financial planner who is client centered, and located within 50 miles of my current location.

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