OUR TEAM OF LS PROFESSIONALS
We work collaboratively with a team of CFP (CERTIFIED FINANCIAL PLANNERS™ and practitioners, in-house investment advisors, Registered Financial Consultants as well as MBA-accredited case planners to build comprehensive financial and retirement income plans. Along with that, our experienced CPA team offers complete tax planning designed to reduce your tax bill and help you build more long-term wealth. Our legal team provides estate planning services that compliment your retirement income plan and ensure that wealth passes easily to your beneficiaries when the time comes. All of our services are facilitated by award-winning software and industry-leading technology that signifies our ongoing commitment to provide our clients with the best. Most importantly, our team is fully committed to fostering a unique and rewarding client experience. Our team approach brings a group of highly credentialed and experienced professionals together to provide best-in-class service. Each of us is dedicated to ensuring that your retirement income plan, estate plan and tax plan fully meet your needs. Our main goal is to provide consistent income, avoid downside risk and preserve and grow your capital. Each of our professionals works as hard as possible to ensure these objectives are achieved.
Proud Members Of:
LS Wealth Team
Our Mission is to make certain our clients worry less about their finances and more about their lives.
“I know that by being an independent advisor, I can offer my clients exactly what they need — personal attention and no cookie cutter approach. I take great pride in quality. We utilize the best of breed money managers, along with my personal touch on the protocols set forth with the firm, each aspect is meticulously and thoroughly put in place. Clients have unique goals and dreams. My goal is to provide the best and you do that by being the best at what you do.”