I strived to build my reputation on providing comprehensive investment advice to individuals and companies since 1991. We are in the business of helping clients address all their financial needs. In today’s market, our emotions can run high while fear and uncertainty can cloud judgment and cause people to make regrettable mistakes in their investment accounts. For some, it can be very difficult to understand the big picture, ask questions, and comprehend their own financial portfolios. Therefore, we implement a personalized total wealth management approach to help clients work towards their goals and dreams. Each component is important individually, but managing them all collectively is one of the most important considerations in our clients’ overall financial objectives. 

In addition, we believe communication is crucial. We seek to understand our clients and add value to their financial objectives. By remaining in constant contact with clients throughout all market conditions, and implementing flexible financial strategies that can be adjusted as economic or lifestyle conditions change, our office maintains an exceptional commitment to putting service first. It is also our mission to keep our clients’ financial goals at the forefront.

Melissa Talingdan is an LPL Registered Sales Assistant and Ann Bowers also lends additional service support.  We all work very hard at providing our clients with the very best service. We are dedicated and committed to our client relationships. This, as well as our combined experience translates into superior client service.

We believe in order to take advantage of all available opportunities, investors primarily need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs. We’re confident our office can provide you with both. 

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. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.  For more information about LPL Financial, visit www.lpl.com.