"We work for you, NOT Wall St"  As an Investment Adviser Representative with LPL Financial, a Registered Investment Adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to pursue them. I recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.

My office was established to provide ongoing professional advice to investors while helping them address their individual investment objectives. I am able to do this by offering truly objective financial advice on a fee basis through LPL Financial. This method of compensation allows me to adjust your investment portfolio without requiring you to pay commissions. 

Working on a fee basis allows me to offer:

• Retirement planning - to design an investment strategy to help you pursue all of your retirement goals.
• Estate planning - for preservation of wealth from generation to generation
• Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds. Nominal transaction costs may occur.
• Tax efficient investment options.
• Term, Whole and Variable Life Insurance & Estate Planning.
• Long Term Health Care-provide for costly health issues. 

 Securities and Advisory Servcies Offered Through LPL Financial, a Registered Investment Adviser. Member FINRA/SIPC