The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Iowa, Illinois, Indiana, Kansas, Massachusetts, Maryland, Minnesota, Missouri, Montana, New Jersey, North Carolina, Nebraska, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin.

Prospective Clients

We recommend starting with a brief 5-10 minute phone call to understand your overall objectives and needs, and to plan the first meeting.

During our first meeting, we will explore your needs and expectations in much more detail, introduce you to our approach and reasoning behind it, and describe how we believe our approach could best be applied to your situation. We will answer any questions you might have about how we would work for you.

If our approach makes sense for you and if you have decided to work with us, we will take you through the steps of establishing our advisory relationship and begin working on specific planning and implementation suited for you.

Interested clients may also contact us about a second opinion of your current financial plan without obligation.

Financial Planning is offered through LPL Financial.