Overview

As a 30+ year investor and retired military officer with 28 years of service and four deployments to Iraq and Afghanistan, I decided to hang up my boots and retire at 53 years old. After two years, I came out of retirement to save my sanity and help others find the same financial peace of mind that my wife and I built through a lifetime of disciplined investing. Estate planning is a large focus for me, as I've dealt with more untimely deaths in my lifetime than I care to remember and each one could have benefited from the assistance of a good Financial Advisor to guide them in their financial goals. I'm hoping to find several smaller practices to acquire to build my client base and AUM in a manageable and efficient manner. I thrive on close personal relationships and would much rather focus on the quality rather than the quantity of clients at this point in my life. I also enjoy working with young people to mentor them as they start to build their investing goals. While there is very little income opportunities with young people just starting out, this is an area that I'm passionate about because someone helped me when I was a young Army officer and it paid huge dividends throughout my life. For those Advisors looking to slowly transition out of the business, I am willing to work through a 1-2 year transition, if desired, to ensure that the clients are well taken care of and the transition goes smoothly. Thank you for your consideration.


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6 months or more

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