Working with advisors in Texas, Oklahoma, Arkansas and New Mexico, I believe launching an independent Registered Investment Advisory (RIA) firm can be one of the most significant and impactful life events for any advisor. Launching an RIA can be the pinnacle accomplishment of an advisor’s professional career but also it can also be overwhelming, confusing, and complex. My experience as a relationship manager and technology specialist has allowed me to consult on business models, practice management, technology, outsourcing, human capital, and many other aspects of serving clients. Passionate about this business, I welcome opportunities to network and consult with clients, prospects and other business partners throughout Texas, Arkansas, Oklahoma and New Mexico. As a trusted business coach, I consult with advisors who are seeking to realize their career goals, drive their own business growth, and do their very best work through the RIA model. My goal is to provide hands-on support each step of the way – from helping them analyze their earnings potential, to proposing custom technology solutions that can help fit the needs of their firm, to introducing them to other advisors that have made the move. You’ve helped your clients prepare for their future, now it’s time to let us help you prepare for yours. Licenses: NASD Series 7 & 63Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.