Overview

My business has roughly $45 million of AUM consisting of Fee Based business, Variable Annuity w/Income Rider Business, Alternative Investments, and some commission based brokerage accounts. We deliver excellent customer service and have long term relationships with our clients. We emphasize risk management first and do not chase returns. Our clients are well informed and "on-board" with the ongoing strategies employed. We use third party money managers for aggressive clients because managing those accounts is not a core competency.

I want to focus all of my future growth in the Fee Based Space. I am looking to create relationships/partnerships with advisers who need a succession plan and want to retire in the next 5 to 10 years or who want to create an effective team of specialists.


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