Who We Are

Experience. 

With more than 90 years of combined financial industry experience, we understand how important it is to preserve your wealth for the people you love. We have the knowledge to help you with all your estate planning, asset allocation, and retirement planning needs.

Professionalism. 

Our advisors are committed to practicing with the highest degree of integrity and ethics. Their professional accomplishments include the Certified Wealth Strategist (CWS), Certified Financial Planner (CFP), and Accredited Investment Fiduciary (AIF) designations.

Independence.

As an independent firm, we have no proprietary products to sell or sales quotas to meet, which gives you the freedom to select from a broad array of investments products. We are supported by LPL Financial, the nation’s largest independent broker/dealer.* This relationship gives us access to extensive, objective research, plus leading tools, technology and resources that enable us to offer you objective advice and investment recommendations.

*As reported by Financial Planning magazine, June 1996–2019, based on total revenue.

It is our goal to help guide you to a path of financial well-being. Without getting to know you, an educated decision about your finances cannot be made. We understand that every individual is under different circumstances and has different goals and needs. Those goals and needs change over time, so frequent communication and follow-up is at the heart of our relationships with our clients.

We are committed to getting to know you on a personal level—not just what’s in your wallet. We dedicate the required time and ask the right questions. We want to know about your family, your life experiences, and what you envision for the future. It is our objective to help bring those dreams closer to reality.

Once we learn about your values, we’ll tell you about ours. Here are a few of them:

• To develop an investment approach tailored to your individual goals
• To be disciplined about helping you manage risk in your portfolio
• To provide objective investment selections and regular performance monitoring
• To provide personal, reliable service and answers to your questions when you need them. No automated phone trees or impersonal website questionnaires.

Learn more about our Investment Process

Become a Client

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools, such as:

• Enabling technology
• Comprehensive clearing and compliance services
• Practice management programs and training
• Independent research

LPL Financial understands that providing Americans with objective investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective, advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com

*As reported by Financial Planning magazine, June 1996–2019, based on total revenue.