Our Team

Joel is a well-established independent Financial Planner with over 30 years of experience in the investment industry. Joel is an astute investment advisor with many clients. Joel utilizes LPL Financials' independent business model,...

Nick is the practice manager and a registered representative. Nick has many years of experience in the banking industry where he served many affluent and High Net-Worth clients. He has obtained advanced education and training that has...

Joslin manages a large team of back office financial associates that field incoming calls, handle customer requests, and process countless transactions daily. Joslin is a leader at the firm and serves our clients with excellence. She...