Overview

20+ year veteran of the wirehouses, now an IAR with a solid RIA (ASN in Atlanta).
Bringing my newly-minted CFP daughter into the practice by ~2025.

To maintain a high level of service & availability to clients, as well as a semblance of personal sanity, we’ve continually increased AUM minimums over the years. Thus, we’re well positioned with capacity to make an intelligent acquisition or merger, focused on continuity for clients of the acquired practice.

Last Activity
6 months or more

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