Overview

My business is based on a hybrid platform mostly transactional over last 20+ years. My practice is making a major change with my philosophy on how clients wealth is structured. An emphasis on tactical money management will reverse my current perception as the insurance person and increase a revenue stream from mostly commissions to fees from growing my AUM. This philosophy will follow on any new portfolio acquisitions, and in the long run be better for the client's wealth.

Last Activity
6 months or more

Business Data

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