7373 N. Scottsdale Road, Suite D-120
Scottsdale, AZ 85253
(800) 687-3800 | (480) 951-0079
Offering comprehensive solutions for advisor groups within a changing fiduciary landscape. A focus on understanding each advisor’s goals and align resources through various partners to help overcome specific hurtles within their practice on scalability, asset management, growth and efficiency.
I help advisors (1) Acquire Practices and (2) Building Ensemble Teams. I am also able to help provide capital for practice successions, acquisitions, mergers and debt restructuring through my relationship with various strategic partners.
Expertise in managing marketing of investments to financial services industry comprised of Wall Street brokerage firms, NASD regional firms, financial planners, insurance companies and registered investment advisors Positioned to drive business expansion strategy to achieve corporate growth objectives. Cultivate strategic partner relationships to gain entry into market ascertaining opportunities in targeted arena. Promote and communicate focused business and marketing methodologies based on long–term partnerships rather than short–term wins. Build proactive, industry–smart, empowered teams. Recognized for integrity, industry knowledge, and delivering results.