Broker Check

Independent Advice

Our approach to financial planning is not based on trendy market noise and fluctuations, but upon history, facts, our experience, and our ability to know the difference. I have the backing of LPL Financial- the number one independent broker/dealer in the nation for 17 consecutive years.* LPL Financial registered representatives face no pressure to promote proprietary investment products so we can provide exactly what our clients need, and more importantly, what they want: genuinely objective financial advice. 

  • Being "Independent" means LPL Financial doesn't sell its own proprietary investment products but provides us with access to thousands of individual securities and forms alliances with the nation's leading providers of investment and insurance products. 
  • Being "Independent" means that we face no pressure to promote proprietary investment products. 
  • Being "Independent" means we can devote my time and energies not to product quotas and sales goals, but to understanding your individual financial objectives. 
  • Being "Independent" means we can provide exactly what my clients want - genuinely objective financial advice.


LPL Financial is America's largest independent brokerage firm with over 13,409 affiliated financial representatives in 6,200 branch offices nationwide. Clients are advised on stocks and bonds, mutual funds, commodities, options, annuities, insurance, real estate investment trusts (REITs), and other investment vehicles.

Best of Both Worlds

What this means to you and your family is that you receive the stability and resources of a national broker dealer combined with the personal attention of experienced objective professional advice. 

* Based on total revenue, as reported in Financial Planning magazine June 1996 - 2013