LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC
100 Witmer Road
Suite 140
Horsham , PA19044

Phone: 215-442-9400

The investment climate has never been more exciting or more challenging than it is today To take advantage of all available opportunities, investors 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. By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.  As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these, or other areas of investing, please don't hesitate to contact me, by phone or e-mail. I can help you make sense of today's investment climate.  
  1. Managed asset plans - for professional fee-based portfolio management through Linsco/Private Ledger
  2. Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
  3. Retirement planning - to design an investment strategy to help you meet all of your retirement goals
  4. Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  5. Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
  6. Mutual funds - for diversification and professional management