Overview

Personal Overview -- Advisor with $100mm in AUM, mostly in managed accounts. Financial Planning oriented client service style, with a focus on providing clients with a modern digital experience for both in person & phone meetings. Looking to partner with Advisors who are looking to transition out of the business over the next couple of years.

Company Overview -- Collectively our firm is over $2 Billion in AUM, made up of Independent Advisors, staff, and an investment team, designed to help advisors scale their business. Advisors also have the ability to partake in our in-house continuity / succession plan, as they look to wind down their working years.

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