I'm a Player Coach and a member of a collaborative group of driven, independent financial advisors who desire to grow their practices efficiently. I also manage HPCG's team selling business model and succession planning. And, provide a client centric holistic approach to my wealth management clients.
I help independent advisors gain true independence by offering a wide range of resources, tools and support through a team of local professionals who provide practice management, advanced training, business coaching and marketing strategies allowing them to focus more time on their business development and client relationships.