Overview

I am an Investment Adviser Representative (IAR) with Series 66 registration and Insurance Licenses, overseeing a thriving book of business and cultivating my book with over $20 million AUM. My primary goal is to find a partnership with another IAR that allows me to maintain ownership of my enterprise while exploring mutually beneficial succession opportunities. My business model is fee-based, emphasizing holistic planning with a particular focus on succession strategies. Over my decade-long career, I have successfully assisted other advisors in doubling their businesses, enhancing client retention, and bolstering client loyalty. This experience positions me ideally for a collaborative venture where we can synergize our strengths for greater success.

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