Overview

I am interested in purchasing a practice or becoming the successor to a practice.

At 28-years old with 7-years of experience in the business already, I am well-positioned for this and could continue to provide excellent service to your clients for many years to come.

Please let me know if you have any questions for me, I am happy to get a conversation started. I know how much your business and clients mean to you after so much blood, sweat, and tears invested through the years and I will do everything I can to make sure your legacy lives on through your succession.

I work with my partner who has been practicing for 17-years and therefore have experience and training which is in my opinion far beyond the number of years I have in the business.

We provide comprehensive planning services to our clients in the areas of estate, financial independence, investment, and business owner / succession planning.

I am extremely motivated to grow my practice and have been successful so far in providing excellent service and implementing a personal introduction / advocacy process. With a practice purchase, I would continue this model.

Last Activity
6 months or more

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