Overview

I'm an IAR and have been in the business over 13 years with an established firm and established book of business. I've been the successor for several advisors thus have experience with the acquisition process and looking to continue to grow and expand my business. My book is simple and easy to manage with a balance of fee and commission based products. My book is diversified between annuities, 3rd party money management, life insurance and long term care. I work with clients to manage and growth their assets along with providing planning opportunities. I also have a tax firm in which I provide clients with tax preparation and consultation, estate planning, growth and tax management strategies.

Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Resources
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