Independence
"Don't let the noise of other people's opinions drown out your inner voice. And most important have the courage to follow your heart and intuition"
Steve Jobs
After several years operating under the traditional Wall Street Business model, I decided a drastic change was necessary. With several distractions and conflicts of interests, the traditional brokerage firm model made it too difficult to operate independently.
Working with industry leaders, executives, and successful business owners, reinforced my view that clients required comprehensive and unbiased solutions based on a deep understanding of their personal and financial lives.
The decision to transition my practice to LPL Financial allowed me to build on an independent framework, aligned directly with the individuals and families we serve, and focus exclusively on our client’s needs and best interests.
