Strategic Alliances
We're a local team, but we're backed by the support of two national firms that provide structure and support that gives us more time to focus on what's most important — our clients.

Cornerstone Wealth Services is a nationwide community of independent advisors whose collective mission is to guide successful families to financial confidence using comprehensive wealth strategies. These advisors share resources, ideas and best practices so they can all better serve their clients across the country.

We are affiliated with LPL Financial, a registered investment advisor and national independent broker-dealer that offers an integrated platform of technology, brokerage and investment advisor services to thousands of independent financial advisors across the country. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities, which means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.