Overview

I produce $500-600k of insurance premium and $300k of GDC. I have my own office but am affiliated with Northwestern Mutual Wealth Management. I have a team of 6 and specialize in comprehensive financial retirement and business planning. We are looking to grow to $1mm of GDC in the next 3 years through organic growth and acquisitions. We have an amazing office space and team that could support a producer wanting to sell their business or who wants to focus on building relationships.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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