Associated Professionals
Collaborative Expertise
Through our affiliation with LPL Financial, we’re able to collaborate with other LPL professionals who share our office space. This gives us access to a broader range of knowledge, perspectives, and experience—all under one roof. When appropriate, we may partner with these professionals to bring additional insight or specialized expertise to our clients.
Working alongside other professionals allows us to take a more well‑rounded approach when unique needs arise. Whether it’s an extra set of eyes on a complex situation or specialized experience in a particular area, these collaborations help ensure our clients are supported with thoughtful, well‑informed guidance. While each professional operates independently, we value the ability to work together when doing so benefits those we serve.
Our goal is always to put our clients first. By leveraging trusted professional relationships within our shared LPL environment, we’re able to enhance the overall client experience while maintaining the personalized, relationship‑focused service you expect from our team.
Meet the Associated Professionals
Trusted Connections, When You Need Them
Beyond working with associated professionals in our shared LPL environment, we’ve also built a trusted network of outside professionals to support our clients’ broader needs. From time to time, we’re happy to help make connections to estate planning attorneys, CPAs and other tax professionals, benefits brokers, mortgage brokers, bankers, P&C insurance agents, or business attorneys.
If you’re interested in a referral, simply fill out the information request below. Someone from our team will reach out to learn a bit more about what you’re looking for and help connect you with the right resource.