Although I’m independent, I’m not alone. I’m associated with Cornerstone Wealth Services, a nationwide community of independent advisors whose collective mission is to guide successful families to financial confidence using comprehensive wealth strategies. Thanks to Cornerstone, I connect with other advisors to share ideas, best practices and operational resources, which gives me more time to spend with my clients.
As an independent advisor, I am affiliated with LPL Financial, a registered investment advisor and national independent broker-dealer that offers an integrated platform of technology, brokerage and investment advisor services to thousands of independent financial advisors across the country. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities, which means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
To learn more about LPL Financial, please visit www.lpl.com.