I am a Investment Advisor Representative with a practice based in Northern CA operating under our DBA. I have a business and tax background and have been in the financial services business since 2005. We have staff and 3 junior advisors on my team. I have worked with 4 advisors to transition their practices as they retire over the last 3 years giving us a large footprint in Northern CA, Nevada (Reno, Las Vegas, Laughlin) and Southern CA. We have a proven system and processes in place to service clients and grow business.