My Story 12/13/18: Early Solo Practitioner, Buffalo, NY

Summary: 29 year old CFP® with 7 years of experience within wirehouse.  I currently run my own book of business and am looking to get a better understanding of what opportunities may exist. I am intentional about the relationships I maintain and how I'm building my practice.  My goal is to ensure I'm doing everything I can and should be for my clients and for my own career advancement.