As an LPL Financial Branch Manager my objective, along with my team, is to meet and exceed my clients’ expectations specific to their investment, insurance and estate planning objectives. You will have access to my 17 plus years of experience as a completely independent investment advisor. My relationship with clients can be characterized by the following:
- Honesty
- Confidentiality
- A trusted advisor you can easily communicate with on an on-going basis
- Proactive financial advice
- Flexible investment strategies
- Continuous education on various tools and topics