Team

We have partnered with LPL Research to perform due diligence and make recommendations on a wide range of investment products and strategies. Consisting of more than 35 seasoned and accomplished industry veterans, LPL Financial Research employs the largest independent research team in the nation.

Through the LPL Financial Planning Group, we receive access to a dedicated team of Certified Financial Planner (CFP) Practitioners to review plans and discuss unique client cases and questions. In the ever-changing world of financial advice, the LPL Financial Planning Group serves as an extension of our team to discuss topics such as social security, retirement planning, stock options, charitable and estate planning, and more.

LPL Insurance Associates provides us access to a wide selection of name-brand insurance carriers and products to address our clients' risk management needs. We partner with LPL insurance Associates for expertise in case design, carrier selection, new products, and policy reviews. While our advisors will communicate directly with our clients, LPL Insurance Associates dedicated support team of former case managers and underwriters provides us support of all back-office functions including setting up medical exams and other underwriting requirements.

LPL Private Client empowers LPL Financial Advisors to compete for, win and retain business with high-net-worth clients and institutions. This is achieved by providing centralized access to specialized experts who can offer advice and implementation strategies across the spectrum of wealth management needs.

LPL provides trust services through its affiliate, The Private Trust Company, N.A. (PTC), allowing us to offer trust administration services to our clients. We work in collaboration with experts in the implementation of trust and estate plans to help our clients gain peace of mind knowing that trust accounts will be handled by our dedicated wealth managers.