Overview

I am a Certified Financial Planner and Certified Public Accountant with LPL Financial. I carry a Series 7, 66, 24, as well as life, accident, and health licenses. Other more minor designations I achieved years ago and still maintain are the CRPC and AAMS. I have been running a full service practice for 10 years now focusing on detailed financial planning, asset management, tax, and estate planning advice. I have put a premium on education for my own expertise and in client relationships to ensure people are making informed decisions. I have a perfectly clean regulatory record and have not received any client complaints.

I am hoping to purchase a practice.

Market
Advisor/RIA
Last Activity
this month

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