Mission & Vision

It is our Mission to provide excellence in customer service by adding value and working to improve the quality of life for all our clients.

We will work to achieve our Mission by providing comprehensive advice and strategies in Estate Planning, Investing Strategies, and Income Plans. We strive to be the number one sought-out Financial Advisors in Sault Ste. Marie, Michigan, and beyond. We will adhere to the highest ethical standards and constantly strive to increase our knowledge of the industry through additional certifications and training. We will listen to our clients and work to address their individual investment objectives on an individual level.

The Support of a Corporation

We manage investments based on research from both LPL Financial’s independent research team and other well-known professional money managers such as Black Rock, Morningstar, and Cougar Global Investments LP. Our local LPL Financial office in Sault Ste. Marie is supported by over 6,900 LPL Financial employees with technology and compliance services, practice management programs, training, and independent research to further enable our team in delivering some of the best service possible.

As the nation’s largest independent broker-dealer*, a top Registered Investment Advisor custodian, and a leading independent consultant to retirement plans, LPL Financial is an enabling partner to more than 21,000 financial professionals**. LPL Financial was formed in 1989 through the merger of two brokerage firms – Linsco (established in 1968) and Private Ledger (established in 1973), and has headquarters in Boston, Charlotte, and San Diego. LPL has over 1 trillion advisory & brokerage assets**. Together LPL advisors and institutions serve more than 4.5 million investors across the U.S. and joined the Fortuen 500 list at number 466 in 2021. For more information, visit lpl.com.

* As reported by Financial Planning magazine, 1996-2022, based on total revenue.
**As of 12/04/2023


“The highest compliment we can receive is an introduction to friends and family.”

In the course of a lifetime, there are several critical “lifetime changes.” These include marriage, divorce, property sale and/or acquisition, new child, new grandchild, new home, retirement, and even death.

If you meet anyone who is new to the area, recently retired or about to retire, changing jobs, or dissatisfied with their current advisor, I welcome your referrals. It’s not a bad idea for someone going through such transitions to get a second opinion on any critical financial desicions