Your investment goals and financial situation are unique. Our straightforward, comprehensive approach seeks to gain a clear understanding of your current situation and financial objectives, so we can collaborate with you on ways to help you pursue them.
Our team holds over 90 years of industry experience helping clients through numerous economic cycles. Bolstering our stability is our association with Woodbury Financial Services, an independent broker-dealer driven by a strong philosophy of operational efficiency and strict adherence to regulatory and compliance standards. Our association with the firm empowers us to put your interests first with objective, carefully considered offerings—with no obligation to promote any particular investment. With Woodbury Financial being a part of Advisor Group, they can offer extensive broker-dealer resources yet operate independently, allowing them to maintain a smaller firm’s rich culture and close relationships.
Pershing LLC — a trusted, established, and financially stable financial services firm — provides clearing services for my practice. A clearing firm works with various financial exchanges to handle confirmation, delivery, and settlement of your financial transactions. Pershing LLC has been a leading global provider of financial business solutions since 1939 and serves many of the world’s most respected financial organizations.