Our philosophy is simple. We want to provide the best people-first service to each of our clients, offer clear and candid adv ... ice, and develop long-term, personal relationships so we can effectively advise you on the financial matters you face throughout your life. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member SIPC www.sipc.org. Insurance products are offered through LPL or its licensed affiliates. Choice Bank and Choice Wealth are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Choice Wealth, and may also be employees of Choice Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Choice Bank or Choice Wealth. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency |Not Bank Guaranteed |Not Bank Deposits or Obligations | May Lose Value Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, FL, GA, IL, IA, ID, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NM, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI, WY. read more