Dear Client, The most meaningful measure of how well I’m serving my clients is whether I exceed their expectations in delivering the value and commitment they need to pursue their life and financial goals. That’s why I wanted to share with you the news that LPL and its affiliated advisors, including me, were recently ranked No. 1 in customer loyalty among 21 leading financial distributor firms. It means a great deal for us to be part of a network that’s a recognized industry

Savvy investors have long realized that what their investments earn after taxes is what really counts. After factoring in federal income and