Our Founder

For more than [number] years, [advisor’s name] has helped [his/her] clients in the [city] area better preserve their retirement savings and increase their retirement income.

[Advisor Name] chose to become an independent agent so [he/she] could offer [his/her] clients a full range of investment management, wealth management, and estate planning services

As president and founder, [Advisor Name] is an Investment Advisor Representative specializing in retirement income strategies.