Overview

I have been an advisor for 21 years and I'm still passionately dedicated to serving clients, building my team, and growing organically and through acquisitions and serving as a succession solution. If you are looking to sell and stay, sell and retire, or if you need a succession partner, let's talk to see if there is an opportunity for us to work together!

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

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