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 February 17th, 2025
Week in Review... Major market indices closed the week on a positive note, driven by robust data on the economic front, as the economy remains resilient despite trade and policy uncertainty. The S&P 500 rose +1.47%. The Dow Jones Industrial Average inched...
Market Commentary | February 10th, 2025
Week in Review... Major market indices ended the week lower due to mixed economic data. For the week ending February 7, 2025: The S&P 500 closed down -0.24%. The Dow Jones Industrial Average was lower, down -0.54% The tech-heavy Nasdaq fell to -0.53% The 10-Year...
Market Commentary | February 3rd, 2025
Week in Review... Major market indices experienced a volatile week driven by a combination of earnings releases, new entrants into the artificial intelligence sector, and the Federal Reserve’s rate decision. For the week ending January 31, 2025: The S&P 500 ended...