Overview

I am looking to expand my client base in the Michigan area. I am very open and flexible on travel. I am young and very actively looking to grow my business. I am very open to any options for a transition. I currently have an excellent set up with two office locations in Michigan with advisors and support staff. We are set up to make a transition very smooth. I am regularly traveling for work so distance and proximity is not an issue. We are also looking at adding on additional advisors that are looking for a merge opportunity in the independent space if any advisor is looking to join a team based approach. We are open to opening more offices to accommodate their location if outside of our primary locations.

Last Activity
6 months or more

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