Overview

I have hired a junior broker who has been with me for a year now and we have the capacity to serve an additional 50 to 100 households. I tend to work with business owners and retired business owners. I am a CPA but have not practiced as one for 25 years. I like to do comprehensive financial planning for my clients. I look for people who want to hire me to manage their investments. I have 24 years in the industry and am a CFP.

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