Overview

I recently celebrated my 13th year with LPL. I currently supervise 13 FAs with the help of 2 experienced and licensed Admin Assistants. 80% of my time is still dedicated to my personal practice which has been built on referrals from existing clients. We focus on relationships over transactions when it comes to our clients and on average, I meet with each client at least twice annually.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 6 months

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