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Our Approach

Our first priority is helping you take care of yourself and your family. We believe in establishing trust before we evaluate finances or discuss investment strategies. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We help you implement a goals based plan so we can track our progress along the way. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


Our experienced professionals have helped many people just like you pursue their financial objectives.

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We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our team approach offers a range of services to provide more benefits to our clients.

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In 2016, financial markets, the economy, and geopolitics experienced an unusual number of milestones
that have come together to influence the investment landscape: a new president and administration,
the stabilization of oil prices, and the end of an earnings recession. Being prepared for 2017 is about
gauging these and other milestones, understanding their significance, and responding without
overreacting. The LPL Research Outlook 2017: Gauging Market Milestones features market guidance,
with forecasts for stocks, bonds, and the economy, that can help you to read the gauges and make
adjustments in the year ahead, while staying strategic and maintaining a longā€term investment view.

View the complete Outlook 2017: Gauging Market Milestones

Guided Wealth Portfolios

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. Start Now:

Guided Wealth Portfolios

Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

Download Market Commentary

Download Economic Commentary