09/19/2026
Due to high call volumes…. Or
Ai bots asking why you are calling…
… Is code for - we hope you hang up
I answer the phone and serve people directly. Can’t beleive that’s a service differentiator but it is and it matters.
I’ll mess with the back end phone trees and long hold times and cryptic bots on your behalf. I’ll translate the silly fine print and mountains of disclosures.
…And as an LPL advisor, I have all the same techy-type-tools for investing and access to insurance company, annuities, long term care, disability, 401k plans, strategies, boutique money managers, as any other big name shop.
So, if it’s all the same to you, you’d pick a human that knows your situation, preferences and goals, right?
I’m your guy! I’ll take you there.