When it comes to financial planning, the information you find online is a good start, but it is meant to serve many. I understand selecting a financial partner is not an easy decision. Trust, reputation, cost and privacy are all factors. How can you be sure? My pledge is to listen and provide an honest and personal plan without obligation. No surprises. Our expectations are the same as yours, to be there when you need us and work towards a better tomorrow.
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LPL Financial is my broker/dealer and they provide oversight in order to maintain a compliant business for dealing with the public. LPL is not in the business of managing money, but simply provides the tools, research and technology for our firm to work with you. With our synchronized approach, I work directly for you, free of corporate agendas or quotas that can be found in other Wall Street Firms. As the nation's largest independent broker-dealer, as reported by Financial Planning magazine, June 1996-2018, based on total revenue, LPL is a partner to over 14,000 financial advisors and 700 institutions.
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