December 20, 2012
Financial planning and wealth management
In business since 2002, independent since 2007
I network to find people who provide excellent service to their clients so that I have someone to whom I can send people when they need help, and so that I can get referrals that are of high quality.
I am an independent financial planner and wealth manager working with individuals and small businesses.
NN is the networking group I was always looking for.