Will Brand, CRCP®
Chief Compliance Officer
Ryan Geschke
Director of Investments
Erin Corbett
Managing Director, Operations
Jenny Kurz
Marketing Coordinator
Lauren Lehman, CFA®, CFP®
Head of Portfolio Management
Arianna Rodriguez, CIMA®
Senior Portfolio Manager
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Other resources includes LPL Financial, New Edge Advisors, Charles Schwab and Fidelity; we follow a fiduciary standard offering decades of experience managing assets, striving to preserve wealth, and helping clients work towards their life goals.
LPL Financial is not affiliated with any other referenced entity.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.