CONNECT

Address:

460 St. Michaels Dr. #803
Santa Fe, NM 87505

Phone:

505-795-7678

Fax/Other:

(866)471-6935

The Importance of Independence

 

I am committed to providing clients with objective guidance and appropriate solutions. 

I am self-employed, which means I work for my clients. My goal is to help you make the right decisions for your unique circumstances.

By partnering with the independent broker/dealer, LPL Financial, I have access to independent research, state-of-the art technology, innovative investment tools, and exceptional support. With that support behind my practice, I can devote my full attention to your needs and objectives.

In my practice, there are no proprietary products, sales goals, or incentives.

We can work together in a variety of ways. Through LPL Financial, I offer hourly consulting, flat-fee financial planning and fee-based asset management. 

Please visit my PLANNING PROCESS page for more information.

I invite you to explore the LPL website to learn more. http://lplfinancial.lpl.com

You may also find more guidance on developing a relationship with an independent advisor from the Financial Industry Regulatory Authority:  http://www.finra.org/Investors/index.htm