As an independent financial professional, I’ll take the time to learn about your needs, hopes and concerns, and develop a comprehensive strategy to help you pursue your goals. I offer access to a wide range of financial products and services and can help you build a diversified portfolio of investments.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
I’m able to do this with the substantial resources and support of my broker/dealer, LPL Financial:
Financial strength – LPL is a diversified financial services company and the largest independent broker/dealer, supporting thousands of financial professionals nationwide.1
Objective advice – LPL does not engage in investment banking and has no proprietary products. This allows me to offer you guidance that is thorough and truly independent. LPL also has one of the industry’s largest independent research departments, giving me access to a wide range of impartial strategies that we can consider together.
Account protection – LPL’s SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. For an explanatory brochure, visit www.sipc.org. Additionally, through London Insurers, LPL accounts have additional account protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575 million, subject to conditions and limitations.2
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.
¹ As reported by Financial Planning magazine, June 1996–2020, based on total revenue.² The account protection applies when a SIPC member fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.