$91MM AUM | $445,000 GDC in Grayslake, IL
Member is Interested In:
We deliver both specific needs and comprehensive planning mostly to small business owners, sales persons and middle upper management types. I am seeking an opportunity to meet a like minded advisor who has had a difficult time finding "young talent" to succeed him or her. I bring 24 years of experience and plenty of success and accolades to the succession process. I also understand our businesses are deeply personal - almost like having another child in the family - because of the years of sacrifice, the close client relationships, and the rewards of seeing our work impact the lives of others.