Overview

I am an independent Financial Advisor looking to join a firm in need of a succession plan with the anticipation of buying the practice once the existing advisor(s) choose to retire. I started as a Financial Advisor and then took on the additional role of Chief Operating Officer for my prior firm of 7 years. We were a fee only practice, so I have my Series 66 and Ohio life insurance license. My Series 7 was dropped in the process of becoming a fee only office, but I can register again once I find a new firm (2 year window to re-register ends in August of 2020). I do not have my own book of business because it was all retained under the prior firm's split id. I am completely client focused and pride myself on operating within my main core values of family, honesty, authenticity, and empathy.

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