The M Financial Planning Services team believes it is imperative to provide distinct, focused advice and high-quality service through honest communication and innovative strategies. Our goal is to help you gain a firm understanding of your financial situation and pursue your most important business and personal goals.
We are powered by LPL Financial, one of the leading financial services companies and the nation’s largest independent broker/dealer.* LPL Financial offers us a comprehensive array of tools, resources and technology, which enables us to provide you with personalized financial guidance at every stage of life.
* As reported by Financial Planning magazine, June 1996–2022, based on total revenue.
CERTIFIED FINANCIAL PLANNER ™
Wealth Management Sales Assistant