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 a leading RIA platform — because their resources, scale, and commitment to independent advice allow me to focus entirely on what matters most: serving you.

$2.4T

Client assets

32,000+

Advisors supported

8M+

Investor accounts served

#1 Mega RIA — Barron's 2025

NASDAQ: LPLA

9,000+ employees

How LPL supports my practice — 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 — gives you secure, real-time access to your portfolio and account information, while giving me the tools to manage and monitor your investments efficiently.
• Research & investment solutions
  Because LPL is not a bank and carries no proprietary products, I have access to an open architecture platform — meaning I can recommend solutions based solely on what is right for you, backed 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 their infrastructure — reducing third-party risk and providing an additional 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 gives my practice the institutional-grade resources and oversight of a large firm, while preserving the personalized, relationship-first service that only an independent advisor can provide. Your accounts are supported by one of the most well-capitalized and widely trusted platforms in the country.