Broker Check

Our Core Principles

Trust is everything.

And we understand that trust must be earned! Our Core Principles drive our internal compass, providing a strong foundation for Trust in our relationships.

INTEGRITY: OUR FOUNDATION

Integrity is the foundation of our Team. It is the most important of all our values. Integrity is the ultimate source of Trust in a client relationship, and it demands honesty and candor at all times. Integrity means we are true to our values. We say what we do and we do what we say.

INDEPENDENCE: TREATING YOUR MONEY JUST LIKE OUR OWN

We are not captive to any single investment company, and we have access to all the financial tools and investment vehicles necessary for wide ranging objective strategies. We match your financial goals with strategies that recognize your values and dreams, regardless of our compensation.

COMPETENCE: KNOWLEDGE AND EXPERIENCE

Knowledge AND experience are crucial when navigating your financial future. Since 2002, we have been guiding generations of families and business owners towards their dreams. We hold several advanced industry designations, including the coveted CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations. We love to learn and we never stop learning.

COMMITMENT: NAVIGATING THE JOURNEY TOGETHER

We’re committed to your financial independence! Our role is to navigate the journey together – through the volatility of the rough seas and the tranquility of calm waters, providing straight-forward, honest advice in all situations. We feel as much fulfillment in striving toward your financial goals as you do.

TEAMWORK: GREATER RESULTS AND EFFICIENCIES

Teamwork is the cooperative effort by all to seek a common goal – the pursuit of your financial independence. By utilizing the knowledge and skills of each member, we can manage greater results and efficiencies than any one individual alone. We are happy to work with other professionals in your life (i.e., CPAs, attorneys) to ensure all your financial plans come together as designed.

Securities offered through LPL Financial , member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners, a registered investment advisor. Wealthcare Advisory Partners and FocalPoint Wealth management are separate entities from LPL Financial.