Overview

I am a 30-year-old Financial Advisor who recently went independent and founded my own firm. I specialize in comprehensive financial planning. I work collaboratively with my clients to build comprehensive financial plans based on their desired lifestyle in retirement, and then build custom investment strategies around those plans and help facilitate any necessary work to be done in the areas of estate planning, tax planning, and insurance.

I am looking to grow my business and am interested in buying a practice or entering into continuity/succession agreements with older advisors looking to retire and/or sunset out of the business. I am primarily commission based, but looking to grow my fee-based AUM.

I am located in McKinney, TX, but service the whole DFW area.

Last Activity
within 6 months

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