Broker Check

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.




HOW WE DO BUSINESS

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

Learn more

WHAT WE CAN OFFER YOU

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

Learn more

OUR PROFESSIONALS

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

Learn more

Thus far in 2017, an important shift has taken place in this economic cycle. The Federal Reserve has shown increasing trust that the economy has recovered and that market forces can keep it steady. Fiscal policy may now provide the backstop to the economy that monetary policy has provided throughout the expansion. The gauges say growth engines and market drivers may have changed: power down monetary policy, power up business fundamentals, and potentially take fiscal policy and economic growth off standby.

Here are the key themes LPL Research will be watching as we look ahead to the rest of 2017:   Monetary policy: Slow path to normalization. Maintaining economic growth without extraordinary central bank support will be key. Business fundamentals: Now taking control. A focus on well-run businesses with the potential for earnings gains may favor active management. Economic growth: Confidence not enough, yet. Business and consumer confidence has improved, but greater policy clarity may be needed to spur growth.  Fiscal policy: Pro-growth potential, but when? Fiscal policy support remains likely, but the timetable may be pushed back to 2018. View the complete Midyear Outlook: A Shift In Market Control, featuring forecasts for stocks, bonds, and the economy, as your guide for the remainder of the year.

View the complete LPL Midyear Outlook 2017 here: A Shift In Market Control       

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