Reach your vision and align yourself with the right team.
Schedule a 20 min conversation to learn about where you would like to take your career.
Team Leader
The right leader must have a proven process that attracts quality clients. The agency will support you by building a team of junior partners that are aligned with your core values.
By having a team that is aligned with your mission a vision, you can appropriately scale and attract higher quality clients.
Partner
Partners attract, develop and retain financial advisors.
The right Partner has at least 5 years of experience, has a passion for coaching and would like to grow into a Managing Partner (equity ownership and stock voting privileges).
About me
Tony Lopez
Financial Advisor for 14 years
Consultant to various financial services firms throughout the USA.
