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

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...