Over a decade as a trusted BD & RIA liaison building relationships and providing options for Financial Advisors & WM Teams, I love playing matchmaker!

Determining your wish list is the first step in vetting, and then aligning best-case-scenarios for you & your clients.

Making quality discreet introductions, helping you stay ahead of the game and being there when it counts is what I'm all about.
At your service, cheers! - David Ashdown