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Financial Advisor   

$600MM AUM | $4.5MM GDC in Bothell, WA

Member Level
Premier
Last Activity
today

Business Mix:

5% Comm
95% Fee

General

Location
Bothell, WA, US
12 Month Gross Revenue
$4,500,000
Number of Accounts
1,200
Avg Client Age
62

Overview

Our goal is to help simplify the complexities of our clients lives through our various service offerings. We are at our core financial planners. We have a separate dedicated tax and accounting team which I believe adds tremendous value in the comprehensive wealth management space. I am always interested in meeting great people no matter what the eventual outcome. I am interested in succession plans, mergers, acquisitions, and other creative deals. Feel free to contact me about anything of interest.

 
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