What Makes Us Different

There’s an old quote by Confucius that states “choose a job you love and you will never have to work a day in your life.” At our firm, we love what we do and that enthusiasm is passed along to our clients and their families. When an advisor genuinely enjoys going to work everyday and working for their clients’ success, you can feel that in all that they do. This is the passion behind Jeff and his team’s work.

Our clients place their trust in our team to deliver customized strategies to address their unique needs. Leveraging the power of partnership with our broker-dealer, LPL Financial, we build on today's wealth to deliver tomorrow's financial confidence. Advantages of working with our firm include:

Extensive knowledge
Transparent communication
Both personal and professional relationships
A passionate team
Flexible investments
Strategies focused on problem solving, not sales