Overview

Fee-only investments (IAR) with some life business looking to grow and expand by purchasing, merging or becoming a succession plan for another firm. Most clients are in the Chattanooga, TN area, but some are nation wide. I am interested in the Chattanooga, Nashville, Knoxville and Atlanta areas. I am a CPA but only provides tax work for wealth management clients (but is in the office with a CPA firm). I am also a partner in the RIA, which is based out of Nashville, TN area.


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