Overview

I am a CFP and our team employs a CIMA and a CPA. I personally have been in practice since 1996 and my partners have been in practice for over 20 years and 10 years.
I was previously an accountant with Coopers and Lybrand and was with Morgan Stanley for the first 18 years of my career and Wells Fargo Advisors for the past 2-1/2 years. Our team is looking to expand but only for the right fit with like-minded professionals.
My goal is to either acquire a practice or merge a practice with the right advisor and/or team. We look forward to speaking with you.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...