We serve a diverse group of clients across the country. We’re selective in who we take on as a client because want to ensure we’re a good fit and are in a position to help you. For many clients, we serve their entire families and develop plans that make the most of their resources. Whether you’re just getting started, or you’ve been accumulating wealth for years, we can be a resource as you work towards your goals. Also, we can work with your attorneys and CPAs as it relates to your financial needs.

We take the time to really listen and understand our clients first. We want you to tell us about your financial situation, past investing experience, and what you want to do with your money. We’re not going to sell you a service or tell you what to do right away. Once we have a firm understanding of your risk tolerance and investment goals, we'll recommend services and products tailored for you. We’re attentive to your comfort level with investing and take this into account as we develop a well-designed plan for your assets. As you go through life, we’ll be there to offer guidance and support for all your financial decisions.

Next to your physical health, your financial well-being is one of the most important parts of your life. The decisions you make now will have an impact for many years to come. That's why it's so important to have an advisor with which you can have a strong relationship. Delivering great service and having good communication is our top priority. Our clients hire us to manage an important part of their lives, to help simplify what can be a very stressful and complicated task. We’ll pick up the phone to answer your questions, and we can guide you through whatever life throws your way.

After careful research, we have selected LPL Financial because of its deep commitment to our clients and our business. LPL’s comprehensive support, technology, and research, along with its model of transparency and dedication to independence and choice, allows us to provide you with a wide range of diligently evaluated, non-proprietary products. In fact, you will have access to a broad array available to you by virtue of LPL’s scale. As a leader in the retail financial advice market, we are confident that we are being fully supported by a firm that can match our high standards. LPL Financial is the nation’s largest independent broker/dealer* overall and third-largest custodian of assets**, supporting over 19,000 independent advisors.

*Based on total revenues, Financial Planning magazine, June 1996 – 2021

**Cerulli Associate, 2019 U.S RIA Marketplace Report

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.