691 Bryan Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Find a Financial Professional
President, Financial Advisor
Laura is passionate about helping individuals and families protect and accumulate wealth. As a CERTIFIED FINANCIAL PLANNER™ (CFP), she helps educate her clients about basic concepts of financial planning. Her unbiased process...
Chief Information Officer, Partner
Chief Information Officer, Partner at LP Financial Associates Richard is a proven, results-oriented IT professional with extensive experience in design, development and customer service related to the insurance industry. He is a...