The Importance of Independence

I am committed to providing clients with objective guidance and appropriate solutions, and placing their best interests above my own at all times.  

I am bound by the CFP^®   Board's Code of Ethics and Standards of Conduct. https://www.cfp.net/about-cfp-board/code-and-standards. Furthermore, despite the redundancy, when we agree to work together, I will provid you with a signed Fiduciary Oath.

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.

I invite you to explore the LPL website to learn more about how LPL supports and supervises me. http://lplfinancial.lpl.com

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 investment management (commission-based brokerage, and fee-based advisory). 

Please visit The Planning Process page for more information.

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