Together, we smooth the path for our clients during every part of their journey.

We Provide a Wide Range of Services

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Investments

  • Financial planning, advisory & brokerage
  • Mutual funds, ETFs, stocks & bonds, alternative investments
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Insurance

  • Term, Whole, Universal and Variable Life Insurance
  • Fixed, Fixed-Indexed and Variable Annuities
LPL Client Services

Client Services

  • Tailored investment advice for executives
  • Retirement planning, tax-minimization

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    The Forbes ranking of America’s Top Women Wealth Advisors Best-in-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

    The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

    Investment News will review nominees eligibility for the list based on the following criteria: demonstrated success and leadership in the financial advisory industry; the ability or power to effect change in the industry; exhibited a willingness to share her expertise with others in the field, including serving as a mentor or role model to other female professionals in the industry and speaking at industry events; and giving back to her community through such activities as sitting on boards, volunteering and donating time to help investors.