Overview

I founded my RIA in 2015. I've been a CFP since July of 1989 and manage client portfolios with individual stock and bonds using a proprietary selection process. I'm looking for the right fit for my practice and clients by either merger or a sale over time. Immediate equity will be offered to the right individual or group.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

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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Technology Solutions

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