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 | November 4th, 2024
Week in Review... With this past week being the last full week before investors go to the election polls, labor market numbers and inflation were the focus as markets struggled to overcome a surprise in payroll numbers. The S&P 500 fell 1.37%, continuing a...
Weekly Market Commentary | October 28th, 2024
Week in Review... The major indices exhibited mixed performance for the week ending October 25, 2024. The S&P 500 declined by 0.96%, ending its six-week winning streak The Dow Jones Industrial Average fell by 2.68%, also recording its first weekly loss after six...
Weekly Market Commentary | October 21st, 2024
Week in Review... As quarterly earnings come to an end, all major indices ended the week in positive territory, as small caps led with the Russell 2000 ending the week up 1.87%, leading to signs that small cap stocks are continuing their third quarter turnaround this...