Overview

I have a successful, growing practice and strong infrastructure. I am looking to try and assist advisors with their succession plans and mergers of practices. I have worked on creating an environment that would help make the transition simple and effective.

In addition to succession planning I would welcome the opportunity to speak with other like minded advisors who are looking to be a part of a growing independent planning practice in hopes of strengthening my team and bringing in fresh, new, ideas.


Last Activity
6 months or more

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