Overview

I am a young advisor who has built a practice over the past five years. Sage Rutty has built a great succession plan for advisors so I am looking to partner with an older advisor who does not currently have a plan in place to help grow their practice and ultimately transition it. Every new relationship goes through a formal financial planning process, I use Envision software through Wells Fargo.

I am a family member of the Holly family who owns Sage Rutty and have communicated that I want to be an advisor for the long term and to not move into a management role. By working with myself, you get the peace of mind knowing that your clients will be working with the same person for a long time to come. As an added bonus, I am also the only underwriter of municipal bonds in western NY and can bring access to local municipal bonds at better rates.


Last Activity
6 months or more

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