We help you gain power over your money through a multi-stage financial planning process. The goal
is to get to know you very, very well to create a customized plan that fits what you and your
family need, not what some high-budget advertising campaign is designed to sell you.
Our goal is to become your trusted partner to help you understand what you have, as well as what you may need to move you closer to your financial goals. Our independent structure allows us to work with your current advisor team, or to introduce you to other professionals who may be able to help you -such as legal or tax advisors.
We want to work with people who value professional advice and want an independent, professional advisor to help them make informed decisions about their money. If that describes you, we'd like to meet you to see if we can parnter with you.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
I can meet clients in the following ways
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Financial Organization Memberships
Non-Financial Organization Memberships
Advisor's Number of Clients
Advisor's Number of Managed Clients
Advisor's Number of Planning Clients
Assets Managed by Advisor
Fee % Based on Assets
Additional Details on Charges
Minimum Fee Charged for Managed Accounts
Minimum Fee Charged for Hourly Planning Accounts
Minimum Fee Charged for Flat Fee Accounts
Bachelor of Arts -
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Financial Planning offered through TrueWealth Stewardship, a Registered Investment Advisor and a separate entity from LPL Financial.