Our Partnerships
Together, with our partners, we aim to create trusting relationships that span generations.
LPL Financial
LPL is a Fortune 500 company, and the largest independent broker-dealer in wealth management,* as independent financial representatives. For decades, LPL has served as a partner and service provider for financial professionals, supporting us in our goals of helping preserve and grown clients' wealth.
*As reported by Financial Planning magazine, June 1996 – 2023, based on total revenue.
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Verus Capital Partners
Verus Capital Partners is a SEC registered RIA that is located in Scottsdale AZ. Verus Capital Partners serves financial professionals across the country and currently manages over $1billion in client assets.