I am independent. I chose to partner with LPL Financial, the Nation’s largest independent broker-dealer because I believe it’s the best model for putting my client’s interests at the forefront of my business practice.
No proprietary products - I am not required to use proprietary investment products, investment models, or loans . I use only the investment vehicles, products, and models determined to be the best fit for my clients. Period.
Choose cutting edge technology – I am able to choose advanced technology tools such as financial planning tools, performance reporting software and investment research.
Agile and Flexible - Because of my independence, I am able to be agile and flexible in serving my client needs.
Independence does not mean there is no “oversight.” LPL Financial provides risk management and compliance to each advisor under its umbrella. See more about LPL from the menu above.