David understands how important perspective is for people preparing to retire. A veteran financial planner and former planner for Dean Witter, David left the corporate world to focus his skills and make a bigger impact in the lives of others. By specializing in the needs of educators and healthcare…
It’s been Drew’s observation that many people are too busy living life on a daily basis to take on the seemingly complex task of planning for the future. And that’s just fine where Drew is concerned. Not one to take anything in life for granted, Drew believes there’s more to living than simply working. In fact, the freedom to escape to the great outdoors for a little fishing or a round of golf is among the many passions that motivate Drew…
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LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.... Learn More