Overview

Worked at a National Life Insurance company for 8 years before going independent to grow and focus more on investments. Have been a ChFC with both insurance and investment license and registrations and still do both to give wholistic planning for client needs. Have been growing the practice now for three years and am looking to acquire and purchase books of business to grow AUM. Based mainly in CA now, but registered in OR, CO, NJ, MI and can expand as needed for acquired clients, but would like to focus on LA clients.


Last Activity
6 months or more

Business Data

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