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Who We Are

We Believe:

We Believe:

  1. In planning before investing, because knowing how much money you need, and when you will need it, are important determinants in investment success.
  2. In acting as a fiduciary with transparent fees, because clients who entrust us with their savings deserve no less.
  3. In using a team approach, so there will always be someone in the office who knows you personally.

By being large, local, and independent, we offer the best service model because:

Being independent permits us to choose from a variety of financial products and services without being tied to or conflicted by proprietary offerings.

Being local means we build our own financial plans, manage our own business, and are involved in our local community

Being supported by the resources LPL Financial, the largest independent broker/dealer in our industry,* we have access to global resources, cutting edge technology, and economies of scale.

*As reported by Financial Planning magazine, 1996-2023, based on total revenue.

Meet Our Team

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