Independent Advice
I am committed to providing clients with objective guidance and appropriate strategies. I have demonstrated dedication to my business and my clients by constantly pursuing greater independence and experience.
I am self-employed, which means I work for my clients.
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.
We can work together in a variety of ways. I offer hourly consulting, flat-fee financial planning, and fee-based asset management. I always offer a free initital consultation.
I invite you to explore the LPL website to learn more. http://lplfinancial.lpl.com