My Firm

Through my alignment with LPL, the largest independent broker dealer in the nation*, I am able to provide access to objective, open architecture portfolio construction and financial strategies ranging from asset management to insurance. In serving the broad range of my clients, I partner with my clients' other personal consultants to make sure I address each client's individual needs relating to tax and estate planning.

 

*As reported in Financial Planning Magazine, 1996-2016, based on total revenue.