Broker Check

About Us

Providing a passionate, Christ-centered, client-centric approach, to convey a strategic and altruistic vision that aims to shepherd clients to the best spiritual and financial peace possible.

Core Principles

Humility, Honesty, Educate, Comprehensive, Dedication

About LPL Financial

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. 

Client Centered

LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured of influenced by LPL to sell products.

Thousands of financial advisors, nationwide, are able to rely on the firm’s tools and resources to help provide financial guidance and recommendations to help meet their client’s needs.

For more information about LPL Financial, visit www.lpl.com

Partnership

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk Management

Questions we can help answer:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our team of experienced professionals have helped many people with the issues above, and other similar issues. We specialize in creating an approach that is designed to address each client’s individual situation.

Suggested Content

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?
Learn More
Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
Learn More
What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
Learn More