We strive to to follow our motto, Wealth Before Money, in how we provide exceptional client services. Our holistic approach to financial planning will help you plan your future and hopefully check things off your bucket list. Securities, Financial Planning and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. (www.finra.org, www.sipc.org). The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, NV, OH, OR, UT, WY. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.