$117MM AUM | $880,000 Rev in
Certified Financial Advisor looking to grow a team of Advisors and staff looking to excel client experience and go above and beyond from a client concierge perspective. In a landscape dominated by enormous financial firms our firm presents a unique alternative. Our highly dedicated staff provides world-class expertise along with the personal attention of a boutique. Commitment to a client-first approach means that each client receives the full attention and expertise of our entire team.