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.
Weekly Market Commentary | December 16th, 2024
Week in Review... Major U.S. equity indices showed mixed performance for the week, with notable divergence among the indexes. The S&P 500 down -0.64% The Dow Jones Industrial Average was down -1.82% The tech-heavy Nasdaq finished up +0.34% The 10-Year Treasury...
Market Commentary | December 9th, 2024
Week in Review... The market extended its gains, with the S&P 500 and Nasdaq reaching new all-time highs after a solid week of economic data that boosted confidence that the economy remains on strong footing, and is not running too hot to deter the Federal Reserve...
Market Commentary | December 2nd, 2024
Week in Review... With markets closed on Thursday for the holiday and an early closure on Friday, the market still demonstrated positive momentum across the major indices: The S&P 500 rose +1.06% The Dow Jones Industrial Average was up +1.39% The tech-heavy Nasdaq...