$35MM AUM | $300,000 Rev in
Baton Rouge, LA
I'm 61 years old and have been in the business for 20 years. While I've employed an assistant for most of these years, I've been essentially a one man shop. I enjoy the business and have no desire to retire, but to be fair to my clients it's time that I start working with others so their accounts and needs can continue to be served after I've slowed down or passed away.