LPL’S MISSION & VALUES
“We take care of our advisors, so they can take care of their clients.” That’s our mission at LPL Financial. It permeates everything we do—and is embraced by every employee.
LPL Financial is one of the nation’s leading financial services companies and a publicly traded
company under ticker symbol LPLA. The firm’s mission is rooted in the belief that personalized
financial guidance is a fundamental need for everyone. LPL does not offer proprietary
investment products or engage in investment banking activities; this means advisors affiliated
with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial
advisors nationwide are able to rely on the firm’s tools and resources to help them provide
financial guidance and recommendations to help meet their clients’ needs. For more information
about LPL Financial, visit www.lpl.com.
Mission:
With an emphasis on long-term investment strategies, I work together with my clients to manage their assets and plan for retirement income needs. Committed to understanding my clients’ needs while helping them overcome behavior biases in order to stay disciplined. An investment plan is only as strong as your commitment to stick with it; as such I am dedicated to working with my clients to pursue their financial goals. Here to help families plan their future with confidence.
I offer a holistic financial planning approach to wealth management and help my clients navigate through challenging financial markets while staying on top of market conditions so they don’t have to. Actively monitor my clients investments and thus, make active portfolio decisions on a discretionary basis as needed.
A balanced life is the essence of happiness, as such when I’m not working with clients I’m dedicated to helping my community be a better place to live through philanthropic activities and/or events.
