I have 11 years in the business and have been with nationally recognized wire houses as well as helped grow an independent RIA into nation wide firm. I am now owning and running my own RIA and continuing to grow through both organic as well as hopefully acquisitions. We are looking to acquire a practice as soon as possible and have systems in place to help retain those clients. Our client satisfaction rates are very high and we focus on both the management as well as mandatory financial plans for all clients. We utilize technology heavily to run as efficiently as possible to manage our current client base while still being able to on board a high level of new clients.
We hold several client appreciation events and have regular communications with all clients through either automated systems or regularly scheduled conversations. I am a CFP® and operate as a fee based fiduciary. I am looking to find a partner, acquire practices, as well as bring on additional advisors onto our network.