We are Here for You


We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

Our Work Is Critical

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.


While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.

We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at [insert contact information] any time.

We are always here for you.


Our mission statement is to help you work toward achieving your goals and dreams. Our goal is to inspire you into making informed decisions through education, communication, and service, all of which we expect will exceed your expectations.

To pursue this objective, we listen closely to understand your needs, then create and propose personalized strategies that address your specific financial goals. Together, we select and implement appropriate strategies and meet regularly to review our progress and make adjustments accordingly. We do not look for the “hot product,” or the latest “one-size fits all” investment strategy. Rather, we tailor our strategies to your specific goals. By focusing on your goals, we increase the likelihood of helping you achieve your financial dreams.