May 8 | My Storry: Firm serving millennials looking to connect
Mary Ann Buchanan | RIA Match, May 2019
Read the article online >Summary: Started my practice in 2017 primarily serving millennials, I’ve been in the industry for 3 years and on the verge of completing the CFP program. Looking to connect with owners who are looking to sell their practice or part (millennial clients) of it. I’m primarily based in Michigan and Southern California but my practice is almost entirely virtual so location isn’t a deal breaker.