Overview

I am a newly individual advisor looking to expand. All of my current accounts are in the Houston, TX and Lafayette, LA areas. I am looking for an advisor interested in succession whose clients will be comfortable with me to ensure longevity and a seamless transition. I know the relationship you have built with your clients is important to you and you want to be sure to leave them in good hands. I want to provide that continuity for you and your clients to help them maintain and achieve their goals.

There are 4 pillars upon which I have built my practice: competency, integrity, transparency & accessibility. I'm positive that I will convey these pillars during a short conversation with you and/or your clients. I left large brokerage houses (ML & EDJ) because I wanted the autonomy to do what is right for my clients without being burdened with sales goals and pressure. I am 100% on my clients' side. I believe that if I maintain my integrity, my practice will be successful in all regards.

Last Activity
within 6 months

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