Overview

Independent firm looking to expand through buying opportunities, or merger with succession in mind. I am the younger advisor in a small office, working under an advisor who has been in the industry for almost 40 years. I joined this firm in 2014 when it opened and have served an integral role in all practice areas since then. I have been licensed since 2015 and have extensive experience working with clients directly and addressing their needs.


Last Activity
within 3 months

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