Frequently Asked Questions

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

• The services we provide:
  • We offer a broad range of wealth management services to fit the needs of you and your family through the generations, including investment strategies, charitable giving, and estate planning. Our services are backed by research, education, experience, and a genuine desire to help you and your family pursue your financial goals for generations.
    • Investment Planning
    • Retirement Planning
    • Asset Management
    • Estate Planning Strategies
    • Business Planning
    • Wealth Preservation
    • Tax Savings Strategies 
  • The value of the services we bring:
    • 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 whom 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, and to help simplify what can be a very stressful and complicated task. We will personally pick up the phone to answer your questions, find solutions to issues at hand, and be with you to guide you through whatever journey life puts you on.
  • Our personal touch
    • 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.
  • The way we protect your personal information
    • To protect your personal information from unauthorized access and use, LPL Financial uses security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. LPL’s online environment uses security technologies, including layered security and access controls over personal information. For further information, please visit LPL’s Privacy/Security page at https://www.lpl.com/disclosures/privacy-security.html

After careful research, we have selected LPL Financial because of their deep commitment to our clients and our business. This decision wasn't made lightly. We can assure you that we went through a rigorous review process to find a better home for ourselves and our clients and a supportive culture that prioritizes clients’ needs and interests above everything else. 

LPL’s comprehensive support, technology and research, along with their model of transparency and dedication to independence, allows us to provide you with a wide range of diligently evaluated, non-proprietary products. By virtue of LPL’s scale, you will now have access to many investment options that were previously unavailable to you. Given their leadership in the retail financial advice market, we are confident that we have the full support of a firm who can match our high standards.