I work with Financial Advisors and help them sift through the noise of a potential broker-dealer change or move to RIA. I save them time by eliminating the needless "first date" meetings with firms that wouldn't be a fit. I work hard to hit a home-run on my first at-bat, and only need to make an introduction to one firm for 90% of my clients. I work with roughly 30 teams a month, and have a proven track record of successful and seamless transitions.

As a member of the Tampa/East Coast home office, I work closely with the top performing group in the Endeavor Search Partners universe. Our location assists over 50 Advisory Firms a month with their search, due diligence, and transition.