About Us
In today’s complex financial marketplace, it is important to find a financial advisor who best fits your specific needs. An independent LPL financial advisor will seek to understand your goals and plans, then work with you to find the appropriate strategies that fit with your life.
Our Services
We offer a wide range of services to our clients. Educating our clients is our goal as it helps them invest with confidence, knowing that years of knowledge and hard work went into our financial recommendations.
Contact Us
Is it time to develop a lifelong financial relationship you can trust and depend on for your personal, family, and business financial needs? Contact us today!
Market Commentary
The market is always moving. Prepared weekly, our market summaries cover the latest news, data, activity, and trends happening in the investing world so you never miss a beat.
Market Commentary | March 24th, 2025
Week in Review... Amid the plethora of economic reports and a Federal Open Market Committee (FOMC) meeting, market indices closed the week slightly higher as markets grappled with a resilient economy and future inflation expectations. The S&P 500 rose by 0.51% The...
Market Commentary | March 17th, 2025
Week in Review... Market indices continued to decline lower as markets continue to navigate the impact of tariffs and softening economic growth. The S&P 500 declined by -2.27% The Dow Jones Industrial Average declined by -3.07% The tech-heavy Nasdaq...
Market Commentary | March 10th, 2025
Week in Review... Market indices closed the week lower as markets grappled with the timeframe surrounding tariffs and possible labor market softening. The S&P 500 declined by -3.50% The Dow Jones Industrial Average declined by -2.65% The tech-heavy Nasdaq...