The Financial Architect

LPL Financial is my broker/dealer and they provide oversight in order to maintain a compliant business for dealing with the public. LPL is not in the business of managing money, but simply provides the tools, research and technology for our firm to work with you. With our synchronized approach, I work directly for you, free of corporate agendas or quotas that can be found in other Wall Street Firms. As the nation's largest independent broker-dealer, as reported by Financial Planning magazine, June 1996-2018, based on total revenue, LPL is a partner to over 14,000 financial advisors and 700 institutions.