Broker Check

Our mission has been to make sure every client has a clear financial path to their future. We want to help each client create enough wealth so that they have the resources to live life with no regrets- the life they have always dreamed about.

We build personalized financial plans together with our clients. Saving for a home, saving for college, paying off debt while saving for retirement- balancing it all can feel overwhelming. Financial planning can show you a clear path to follow and together we can work towards your goals.

What financial questions do you have? We’re here to help.

LPL Financial has been serving the financial needs of families, individuals and businesses for more than 30 years, Jessica proudly selected LPL Financial as her broker dealer. That means that when your financial professional partners with LPL, they have the freedom to focus solely on your objectives and financial goals. They’re free to build their own personal relationships with their clients. Free to choose the business model and practices that work best for them. And free to recommend only the investment strategies that they believe will best serve you.

Our Process

At a time when few paid attention to the
concept of financial planning, Private
Ledger founder Bob Ritzman sought to
offer a large group of mutual funds and
securities to financial professionals—
without pushing a particular product. And
when Todd Robinson purchased Linsco
in 1985, he was anticipating the growing
desire for owning and running independent practices—which proved true during the aftermath of the stock market crash in October 1987.

Our History

More than 30 years later, this guiding
principle remains—but has expanded far
beyond the investment services offered.
Alongside the constant pace of change in
the financial services industry and the world
around us, LPL has evolved its technology,
operations, risk management, professional
services, and business consulting—while
continuing to innovate its investment
management services and platforms.

Our Values

LPL actively works to be one of the most
diverse and inclusive places to do business
in the industry. We believe that diverse teams, when managed in a culture of inclusion, are more creative, more productive, and better at