Overview

I am a solo practitioner who is a CFP and BFA with 10 plus years of experience. Our client relationship model focuses on planning first as the investments and protection plans follow the planning goal. We have two locations, Kirkwood Mo and Gainesville FL with clients spread over the united states currently managing 42mm in assets. We use third party money managers coupled with annuities to grow and protect clients assets while reducing client fees.
I am hoping to buy a practice from 10-20mm in assets, based anywhere however would love one right down the street. For my practice, COVID has given us the opporuntiyt to be a more virtual advisor and visiting if needed and for important events.


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