Overview

I am coming up on two years of running my RIA (10 years as an advisor) and starting to see significant growth. I've brought on 2 clients per month over the last five months and anticipate that trend to continue thanks to a steady pipeline.
Being new to the area, my first year and a half were entirely focused on networking and building brand awareness. I have accomplished those objectives and am now focused on increasing growth and scaling my model to serve more households.
For an advisor interested in transitioning their book, you will find me a hard working, and accountable advisor that you can feel confident entrusting with your clients.
My particular area of strength has been working with business owners - ranging from management consulting, to franchise owners, to medical practice owners.

I appreciate the opportunity to speak with you about succession planning.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...