Ceo | Founder
CurrentI recruit, coach, and place financial professionals nationally who are seeking a new B/D or RIA relationship. Our experience spans over a combined 50 years, having placed over 1,000 advisors and $22B in new assets. We partner with the best firms in the country representing innovative technology, robust and flexible advisory solutions, sophisticated practice management engagements, premium advisor support & service, and industry leading expertise. Contact me for a confidential 30-minute discussion. Now is the time.