Our Partners

As an independent financial advisor, I made a deliberate choice about who would serve as the backbone of my practice. I am affiliated with LPL Financial — the nation's largest independent broker-dealer and leading custodial platform — because their resources, scale, and commitment to independent advice enable me to focus entirely on what matters most: serving you through effective financial planning.

With $2.5T in client assets, LPL supports over 32,000 advisors and services more than 8 million investors.

Some key highlights include:

- Fortune 500 Company ranking (No. 264)

- Barron's Top RIA Rankings (2025) - #1 Mega RIA

- Two Stevie Awards (2026) for Achievement in the Use of AI in their personalized digital wealth platform and Best Use of Generative AI Technology for the AccountView Next Gen Mobile experience.

How LPL supports our firm — and by extension, you

• Compliance & Regulatory Oversight - LPL's dedicated supervision team handles the complex regulatory landscape on my behalf — monitoring compliance, navigating regulatory changes, and maintaining the oversight standards required to keep your accounts protected.
• Technology & Digital Account Access - LPL's integrated technology platform, including AccountView, provides you with secure, real-time access to your portfolio and account information and equips me with the tools to manage and monitor your investments efficiently.
• Research & Investment Strategies - Since LPL is not a bank and does not offer proprietary products, we use their open-architecture platform. This allows us to recommend investment management strategies based solely on what is right for you, supported by LPL Research's independent market analysis.
• Account Custody & Clearing - LPL is a self-clearing firm, meaning your assets are held and processed entirely within its infrastructure — reducing third-party risk and adding an extra layer of institutional oversight for your accounts.

Being independent means I work for you — not a bank, not a corporation, and not a quota. LPL Financial's infrastructure provides my practice with institutional-grade resources and oversight from a large firm, while preserving the personalized, relationship-first service that an independent advisor can offer. Together with our partners at LPL, your accounts benefit from one of the most highly regarded platforms in the country.