Our Team
I work hard every day to ensure that there is no better place to work as a Financial Advisor and Client Associate. Having over 20 years of experience in our industry, (As a Leader) I've experienced firsthand the difference an energetic, stimulating, caring, and fun branch office can provide Financial Advisors and their clients. I know this effort starts with the people I work with every day. Feel free to give them a call to ask what it's really like to work with me. I'm confident that you'll be impressed with what you hear. I firmly believe that for far too long, the role of branch leaders has been relegated to a lesser position than when I first started in the business - offering no real value add to the practices of the Financial Advisors they manage. Too many leaders are unaware of their firm's products and services and have a poor command of their firm's technology offerings and thus provide no enhancements to their FAs practices. In contrast, coaching advisors is one of my primary responsibilities and passions. Bottom line - if you're considering transitioning your practice, you need to meet with me. I pledge absolute and total confidentiality.
