I am passionate about working with independent advisors helping them build, grow and, when ready, successfully retire from the business. Our existing team and efficient systems allow advisors to focus on taking care of their clients (the reason most advisors got into this industry) by supplying them with back office and specialty support, as well as office space in a positive, collaborative work environment. Our advisors thrive in an ecosystem that allows them to offer a wide variety of solutions for their clients. We are dedicated to adding value to both the advisor and client by offering an in-house Planning Specialist, Insurance Specialist, Operations Support, Event Coordinator, Receptionist, Marketing Coordinator, and Business Development Coaching. Advisors also have access to an in-house CPA and an Estate Planning Attorney.