About Us Who can you trust to do what is best for you? We strive to build lasting meaningful relationships based on trust, integrity and superior client service. As an independent LPL Financial advisor, we are able to fully devote our time and energy to your individual financial objectives. Clients come first – working in YOUR best interest We strive to build lasting meaningful relationships based on trust, integrity and superior client service. As an independent LPL Financial advisor, we are able to fully devote our time and energy to your individual financial objectives. Our company structure allows us the independence to choose what is in your best interest, as we have no proprietary products or mandates about how and where we invest your money. This is because LPL Financial does not engage in investment banking activities nor does it offer investment products of its own. Therefore, LPL Financial advisors are better able to provide unbiased financial advice without the pressure of meeting institutional sales goals or product quotas. And that means client objectives always come first. Why use us as your full service financial advisor? FIRST: We work for our clients as we would for our own families. Each and every client receives the personalized attention he or she deserves and we deeply value the lasting relationships we have created with them all. Because we get to know you and your family in a personal way, listening to your stories and learning what is important to you, we are better able to help you make the best investment decisions for your life situation, creating wealth management strategies that speak to your specific needs. SECOND: Our clients often don’t have the time, expertise or desire to manage their portfolios on their own. They need us as their advisor with over 25 years experience who can manage a broad and diverse portfolio for the long-term. Also, having an advisor who can take the emotion out of your money management decisions we can help you stay on course towards realizing your financial objectives without being derailed by market fears & greed. THIRD: Because communication and building relationships are so important for relevant financial guidance, we meet with you on a regular basis in order to make necessary adjustments to your portfolio based on changes in your life and family situations, market conditions, and financial indicators to ensure that your portfolio is working to fulfill your needs and goals.