Overview

I am looking to buy a practice that I can take to the next level. I am a client-first advisor who looks to minimize risk while maximizing results. Your client will be well taken care of with a primarily fee-based approach that starts with a financial plan that is continuously updated. I have been in a home office environment and strongly desire to return to working directly with clients. Information provided in the following sections represent numbers I achieved at the peak of my client-facing career so far.

Last Activity
within 3 months

Business Data

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