Broker Check

Wealth Management Portal (eMoney)

Client help line: (480) 463-4533

We use a secure state-of-the-art technology platform called eMoney to aggregate all of your financial data and give you a true 360-view of your finances in real time. Access the secure online vault to store your legal and other important documents.

Click Here to Login to eMoney

Account View (LPL Financial)

Client help line: (800) 558-7567

With Account View, you will have secure and easy access to account information, balances, positions, and transaction history for all your accounts held in custody by LPL Financial.

It also provides you with an organized view of your account statements, trade confirmations, and tax documents—with the ability to “Go Paperless” by turning off paper-based statements and confirmations, and to view these documents securely online.

For an overview of the new features of the site, watch the new Account View 2.0 video

Click here to login to LPL Financial

Advisor Client (TD Ameritrade)

Client help line: (800) 431-3500

With AdvisorClient, you will have secure and easy access to account information, balances, positions, and transaction history for all your accounts held in custody by TD Ameritrade Institutional.

It also provides you with an organized view of your account statements, trade confirmations, and tax documents—with the ability to “Go Paperless” by turning off paper-based statements and confirmations, and to view these documents securely online.

Click here to login to TD Ameritrade

Guided Wealth Portfolios (GWP)

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Click here to login to GWP







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