Santa Fe Office
1012 Marquez Place
"Someone is sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial independence. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
We create financial strategies tailored to your goals
Take care of loved ones with detailed estate planning.
A sound financial roadmap is just the start
Financial advice for every situation
Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.
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