6530 Greatwood Parkway
As an independent financial advisor, I am able to provide you with custom financial advice and a set of best-fit, investment solutions designed to help you achieve your goals and dreams. I’m not obligated to promote any particular products, proprietary offerings or make referrals for other services. That means you can feel confident knowing that the recommendations I provide to you are based on your unique needs.
However, independence doesn’t mean I’m alone. In fact, there’s a highly symbiotic relationship operating quietly, efficiently and seamlessly in the background that makes certain I can provide for all your financial needs — now and in the future.
I choose to be part of Kestra Financial, which provides the necessary technology platforms, infrastructure and compliance support that independent financial advisors need to facilitate investments, transactions and processing on behalf of my clients. That relationship provides me with daily access to top subject-matter experts and service providers across a wide range of financial products and services, including: