Overview

I'm a CFP with 18 years of experience. I've worked with high net worth families for most of my career, and am building a successful business now as we speak. I've held previous roles (multiple) working for a large well respected investment firm. This allowed me to gain a broad array of experience in planning, trading, client service, seminars, etc. I'm interested in speaking with other advisors that may want me as an extension of their team or part of an overall plan to transition out of the business in the next 1-5 years.


Last Activity
6 months or more

Business Data

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