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.
IMPORTANT UPDATE: for the LPL Transition (From Waddell & Reed to LPL), Clients may not see their accounts online at this time. We will be sending a link for online access to your account soon.
07/26/2021 our Fairhaven office officially became Momentum Financial Group - Same people, new name as LPL Financial Advisors.