My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you. I think itâ??s important for you to know who these partners are and why I have chosen to work with them. I am affiliated with Cetera Investment Services, one of the premier broker-dealers in the industry. As my broker-dealer, they are responsible for executing trades on your behalf.
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Categories
Investment Advisory Service, Banks, Financial Planners, Insurance, Investment Securities, Mutual Funds
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