Our Company

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.

Our Commitment

I use a client-centric process focused on pursuing specific milestones we create together.  My comprehensive, three-step planning process is designed to help identify your needs, implement your strategy and monitor it regularly to help you stay on course.

Financial Guidance

Planning for your financial future is one of the most important things you will ever do, so having access to resources and objective advice from a trusted partner can be invaluable.  LPL Financial has the flexibility to offer a wide range of non-proprietary products and services, which means you receive objective financial guidance and an assurance that your best interests always come first.