Our distinctive approach melds your personal values with your financial goals to create a wealth management plan that’s meaningful and lines up with your life’s priorities.

Live Wealthy

Strategic Alliances

LPL Financial is not affiliated with any of the other companies listed

Are you ready for an investment and growth strategy that’s as unique as you are? With over 20 years of experience in financial planning and investment management, we have the knowledge, expertise, and capabilities to create a tailor-made wealth management plan that connects your money with what you say matters.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Step 1

Introductory Phone Call

We start by scheduling a 15-minute-phone call so we can learn more about each other. We’ll share more about what we do, and you’ll tell us what your goals are.

Step 2

Introductory Packet

You’ll receive your introductory packet in the mail a few days after our first call. In it, you’ll find worksheets and paperwork to complete and send back to us. The information you share is essential because it provides us with insights and background information to prepare for our first face-to-face meeting.

Step 3

Discovery Meeting

After receiving your completed worksheets from the packet, we’ll schedule our first face-to-face meeting. During this, you’ll share more about your situation, goals, and what matters to you most. We’ll provide you with more information about our services and the value we bring to each client relationship.

Step 4

Recommendations Meeting

With a clearer understanding of your life vision and goals, we’ll develop a plan to help you work towards what you’ve said is important. In this second, face-to-face meeting, we’ll share our recommendations with you and explain more thoroughly how we can use our expertise to optimize your wealth.