300 Redland Court
In an effort to be accountable to our clients, we plan..
Our desire is to glorify God in all that we do while providing everyone with honest and courteous service. We believe that as long as we do what is right in the sight of God, we seek to always provide the best service to our clients and potential clients.
Chief Operation Officer (COO) of Livingston Financial Group
Chief Investment Officer (CIO) of Livingston Financial Group
Investment Adviser Representative
LPL Investment Advisor Representative
LPL Financial Advisor
LPL Financial is the number one independent broker-dealer and they provide our back office support for technology, research, clearing and compliance services, and practice management programs.
Life Brokerage Financial Group if the back office support team for us in the fixed insurance related business. They are a National Broker's General Agency representing over 35 insurance carrier's specializing in traditional Life, Annuity, and Long-Term care (LTC) product lines.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.