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Trust

Managing your finances can be easier with a professional by your side. As your financial consultants, our mission is to become your partner for financial success—to make a difference for you, your family and your future.

We are able to do this with the substantial resources and support of our broker/dealer, LPL Financial: 

  • Financial strength – LPL is a diversified financial services company and the largest independent broker/dealer, supporting thousands of financial advisors nationwide.1
  • Professional advice – LPL does not engage in investment banking and has no proprietary products. This allows me to provide objective guidance.  LPL also has one of the industry’s largest independent research departments, giving me access to a wide range of independent 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 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. The account protection applies when an SIPC member firm 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.  

As financial professionals, we will take the time to learn about your needs, hopes and concerns, and develop a comprehensive strategy to help you pursue your goals.

We offer access to a wide range of financial products and services and can help you build a diversified portfolio of well-managed investments.

¹ As reported by Financial Planning magazine, June 1996–2017, based on total revenue.