Overview

I have successfully acquired three practices in the past. Because of these experiences I know the process very well and am able to help selling advisors make a seamless transition. The primary focus of these transitions was taking care of the clients per the selling advisors wishes. References to the selling advisors are available upon request. The ability to add additional capacity and still take care of the clients is a question I often receive. Because of the structure of my practice and the excellent staff I have capacity is not a problem at this time.

Last Activity
6 months or more

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