Broker Check

PLANNING AND INVESTMENT STRATEGIES

We aim to be the catalyst for you in building your own momentum toward pursuing your goals.

Our Process
Our History

A picture is worth a thousand words.

Do you feel like looking at your financial picture is like looking at a pile of jigsaw puzzle pieces: they may be all there, but uncertain how they fit together? We help you organize what you have, identify any gaps, and put those pieces together so you have one clear picture, that you and your family can understand.

Consistency is the key to achieving and maintaining momentum.

~ Darren Hardy

Beth Bierman

Beth Bierman

Operations Coordinator

Craig Cooper

Craig Cooper

LPL Financial Advisor

Jodie Beatty

Jodie Beatty, CRPS

President / LPL Financial Advisor

Travis Shaflik

Travis Shaflik

LPL Advisor Associate

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