Broker Check

Independent Advice

What does it mean to provide independent and objective financial advice? It means offering access to the finest products and advice without being driven by any considerations other than my client’s best interests. I am not under pressure to meet sales quotas or promote products underwritten by a specific company. This allows me the freedom to design strategies with my client’s objectives as the primary focus. 

With that goal in mind, I made the decision to partner with LPL Financial. LPL Financial is the nation’s largest independent broker/dealer (based on total revenue as reported by Financial Planning Magazine June 1996-2018). LPL does not manufacture or underwrite investment products. Objective research is a hallmark of LPL Financial and affords me the opportunity to select investment strategies independently.