LPL Financial became my home in 2010 when I joined their team of growing Independent Financial Advisors. LPL’s training, research, support and technology provides advisors with what it takes to do what they do best—assisting clients with their financial needs. Because I am now an independent business owner, I have the flexibility to manage my clients money the way we choose. It has made a world of difference both personally and professionally.
I am best known by my clients as committed to them, honoring the relationship we have, fully invested in their success. I dedicate myself to support and counsel my clients through every stage of the investment process, every life change, every challenge and every triumph. Many of my clients have been with me over fifteen years. An open and honest dialogue is encouraged and respected.
My role is to find intelligent financial solutions to support and succeed in meeting the unique goals of each client. I listen closely to what they say, so as to understand the objectives of each individual, couple, family, business or organization.
Some of the services I provide include:
- Cash management for multi-million dollar organizations
- Investment management for multi-million dollar pension plans
- Wealth creation and management for high net worth individuals
- Planning services, including retirement and college savings
Whether it’s $20,000 or $20,000,000, each client is just as important to me.
Watch this video to find out the LPL Advisor difference:
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, MN, HI, ID, NE and VA