I help financial advisors evaluate the hybrid RIA and BD environment so that they can find the best home when transitioning their business. In my 25-years working in financial services, I’ve learned that every practice is as unique as the individual advisor and clients they serve. While there are some commonalities across practices, listening intently to each advisor’s concerns ensures that their needs are met and that their next firm, is their last.
My strongest asset is being resource for advisors who want to outsource their uncertainties and partner in the process from beginning to end.
In partnering with The AmeriFlex® Group I am excited to introduce the innovative approach taken to succession planning, financial planning, and RIA ownership. With a national presence and recognition as a true differentiator in our industry, The AmeriFlex® Group sets a new standard for an advisor-first firm through its planning-centric culture and a focus of driving true value for its partner advisors.
When not helping advisors transition their practice, I enjoy spending time with family, exercise, and cooking. A successful and fulfilling life begins at home!