A Powerful Partnership

As a Client you become the beneficiary of a powerful national partnership through our relationships with Fusion Advisor Network and Kestra Investment Services, LLC  Through these resources, we tap into a substantial network of experts and intellectual capital to bring you cutting edge Wealth Management Strategies and Tactics.

The Fusion Advisor Network is comprised of independent financial advisory firms with offices across the country.  The member firms maintain their position in the forefront of advanced wealth management techniques and best practices issues through regular, systematic, communication between the firms’ offices as well as through regional and national conferences.  Professionals who are invited to join the Fusion family enjoy the benefits of sharing knowledge, expertise and planning techniques with experienced and highly qualified professionals within the financial services industry.

The interoffice relationships of the Fusion Advisor Network member firms enable us to partner with other like-minded professionals, anywhere in the United States, to ensure that your specific needs are addressed in the appropriate manner. You can benefit from the depth of our combined experience, the diversity of our resources, and the shared knowledge of wealth management strategies.  Implementation of wealth management strategies and tactics is accomplished through our independent approach to the selection of financial services and products.

Kestra Investment Services, LLC (Kestra IS) is one of the nation’s leading independent broker/dealers, based on total revenue.1.  Kestra Investment Services, LLC is a wholly owned subsidiary of Kestra Financial, Inc.

Kestra IS is dedicated to superlative account service through advanced technology and personnel who are courteous, knowledgeable and focused on customer satisfaction.  This broker/dealer offers access to some of the leading sources of financial solutions and products and maintains no proprietary products.  This ensures that the implementation phase will be carried out with the same attention to quality as was the planning process.

As your advisor, we take a holistic approach to your wealth management needs.  Our independence, experience, education and the combined partnerships with the Fusion Advisor Network and Kestra Investment Services, LLC allow us to offer you the personalized and customized attention and solutions of a small firm, the strength and expertise of a nationwide network of seasoned professionals, and the resources, technology and oversight of a financially strong, independent broker/dealer. We are a powerful partnership working for you.

1. Ranked 10th based on total revenue (2010) financialplanning.com June 2011

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Check the background of this financial professional on FINRA's BrokerCheck