Overview

I have a continually growing business mostly by referrals. I am an independent advisor with access to the best solutions for my clients and service those clients like family. I am actively seeking businesses that are for sale or that are looking for a talented young successor to come in and eventually take over. I have no problem working for many years to accomplish the succession plan. I utilize mostly managed money accounts but also use annuities, life insurance, alternative investments and anything else that is the right solution for my clients.

Last Activity
within 6 months

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