You are viewing a preview location.
Broker Check
The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination The Cycle of Investing

Personalized Financial Services

Your choice for Financial Services

Learn more

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Learn more

Other helpful resources.

Years of experience have prepared us to guide you through your life transitions.

Learn more

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Learn more

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

LPL Financial Research's Outlook 2018: Return of the Business Cycle

In LPL Financial Research's Outlook 2018: Return of the Business Cycle, we seek to provide a trusted guide to the ongoing year with a wealth of wisdom for investors.

  LPL Research's Outlook 2018: Return of the Business Cycle 



Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

  Download Market Commentary

  Download Economic Commentary

Sign up for my Newsletter

Name
Email
Phone
Thank you! Oops!

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel