13358 Manchester Road,
My reason for becoming a financial professional is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial futures. I am confident that with my understanding of personal finance, coupled with my year of experience and training, I can help people better prepare for the future.
After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
I encourage you to read more about my team and I so you can better understand our stories and shared passion for serving you.
LPL Wealth Manager
Business Development Manager
I am affiliated with LPL Financial, the nation’s leading independent broker-dealer,* which offers an integrated platform of technology, brokerage, and investment advisor services to more than 19,000 financial advisors and approximately 700 financial institutions. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
To learn more about LPL Financial, please visit lpl.com.
I am also associated with Cornerstone Wealth Services, a nationwide community of independent advisors whose mission is to guide successful families to financial confidence using comprehensive wealth strategies. These advisors are passionate about serving as financial advocates for their clients, building meaningful relationships based on value to support the needs, goals and ideal futures of the families they serve.
Cornerstone Wealth Services supports me with shared ideas, best practices and operational resources, which allows me to spend more time with my clients. For more information, visit Cornerstone Wealth Services.
*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
I can help you address your needs of today and for many years to come. I look forward to working with you.