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Growth Panel Discussion from Cadaret's 2019 Top Advisor Confrence


I recently had the honor and the privilege to speak in front of 150 advisors and peers at Cadaret Grant’s Top Advisor Conference.  The discussion was centered around the growth of my practice and what we have been doing in order to achieve, maintain and continue it.  The speech was very well received and was built around delivering a transparent, organized, goal based, client experience.  We are always looking to provide our clients with the best tools and advice to help accomplish their financial goals.  It meant a lot to me to be granted this opportunity to present in front of my peers  and I am committed to continually providing an improved client experience!