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Client Centered

Client Centered

Our first priority is helping you take care of yourself and your family. 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.

Meet the Team

Affiliations & Awards

Our Process
Our History

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of  LPL Financial.

Welcome to LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.

What is most important to you?

What is most important to you?

Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

Rhonda Bracy

Rhonda Bracy

Client Services Specialist

Brooke Dolan

Brooke Dolan

Client Services Specialist

Ariel Gosso

Ariel Gosso

Client Services Specialist

Calculators

We want out clients to be financially savvy. Browse our library to start your path to financial education.

Saving for College

Saving for College

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Historical Inflation

Historical Inflation

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What Is My Life Expectancy?

What Is My Life Expectancy?

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A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

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What Is My Current Cash Flow?

What Is My Current Cash Flow?

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Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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Reach out and we’ll be in touch to talk about your financial needs.

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