Broker Check



We are actively growing our firm. If you are an experienced, successful investment advisor who would like to join an established, highly regarded investment company, we would like to talk with you. We are interested in adding new advisors, who are a good fit for our energetic, collaborative environment.

If you are interested in monetizing your mature practice, we would love to discuss the possibility of purchasing your business or perhaps a merger opportunity. Your location is not significant. We are interested in working with successful, high quality people to explore opportunities that would be mutually beneficial to you and your valued clients.

We encourage you to contact Jack Russell at or 859-254-5225.