Over the past few months, I have embarked on a journey. One that will be transformative to my practice and your experience as a client. I have been searching for a partner to help me build my practice for the future. As you know, the most important thing to me is to be able to provide you with all the tools and resources you need to plan your future. This means seeking out innovative technologies, new solutions, and a team of A-players who can help me bring you a client experience that will take us into the future.
Today I proudly announce the search has ended with the launch of my new independent firm, Bluebird Advisory. I will be partnering with RFG Advisory. RFG, as we kindly refer to it, is an award-winning platform for independent advisors like myself, providing innovative technology, top to bottom service, and a team of A-players to help me take BlueBird Advisory into the future.
I am incredibly proud to be entering this next chapter with you. None of this would be possible without the years of gracious partnership, trusting relationships, and friendship with you. I am grateful for this opportunity to take my practice to the next level.
So…what does that mean for you? We will be transitioning to a new custodian and I will need your help! Behind me, I have a team of A-players whose job is to make sure this transition is as smooth as possible and we can get to work using the new technology and resources available as part of RFG Advisory. This will not happen overnight, but this change means a whole lot for the possibilities of the future and I thank you for your trust in confidence in me to have the freedom to take this next step in our journey.
I am energized and excited to share this with you! I have created a new website, www.bluebirdadvisory.com! I encourage you to check it out!
Thank you! I look forward to speaking with you soon!
Advisory services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. BlueBird Advisory and RFG Advisory are unaffiliated entities.