Overview

With extensive background and experience in financial planning, investment/practice management and client acquisition, I'm well suited to transition and elevate an existing client base to the next level of efficiency and results. Spent first part of career focusing on comprehensive financial planning and practice building via myriad marketing/referral channels and 5 separate practice acquisitions. In addition, we are well versed in institutional private wealth management process and working in a team environment. In a nutshell, my team and I are equipped and ready to advise/service clients in all financial needs and situations.

Market
Advisor/RIA
Last Activity
this week

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