Overview

My practice is somewhat unique. I have been in the business for 8 years. I spent 6 years as a career agent with MassMutual and have been independent with LPL Financial and an outside RIA since 2019. I have my Series 7, Series 66, ChFC and CLU designations. I have built a large book of Medicare Supplement and Medicare Advantage plan business over the last 6 years. Looking to grow the financial side of my practice and potentially increase AUM through acquisition of a practice in the Buffalo/Niagara area. I am also interested in acquiring a small tax preparation business or partnering with a tax professional to develop one.

Market
Advisor/RIA
Last Activity
2 weeks

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