Roger Houston, CFP

We had a fantastic time in San Diego attending LPL Financial Focus!

The week was filled with networking, learning about new technology, hearing updates from LPL leadership, and attending informative sessions focused on helping us better serve our clients.

We were inspired by Jesse Cole of The Savannah Bananas, whose message about thinking differently and creating memorable experiences really resonated with us. To top it all off, Carrie Underwood delivered an incredible performance on the final night!

We're heading home with new ideas, valuable insights, and plenty of inspiration. Thank you, LPL Financial, for a great event!

The market isn’t just about fundamentals anymore — policy is driving outcomes. Explore LPL Research’s 2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks and what it means for portfolios.
Outlook go.lpl.com/investormidyearoutlook

Our office is closed today in observance of Independence Day. Have a wonderful holiday weekend!

We’re proud to congratulate Stacy on earning her CFP® designation!

The CFP® certification is one of the most respected credentials in the financial planning industry, and this achievement reflects Stacy’s dedication, professionalism, and commitment to excellence.

We’re excited for the continued value she brings to our clients—please join us in celebrating her accomplishment! 👏

🐾 Meet our newest (and furriest) team member: Daisy! 🐾
She’s stopping by the office today to boost morale, collect belly rubs, and remind us that puppy snuggles are the best investment you can make. 💼💙

Join us for our free Shred Day!

Our office will be closed today in observance of the Easter holiday.

Check out our April Newsletter!

2026 April Newsletter Email from Roger Houston, CFP Your April Newsletter is Ready!     Click here to read newsletter       Securities and advisory services offered through LPL Financial, a registered investment advisor,

I’m excited to share ’s 2026 Outlook with you. From AI-driven growth and fiscal policy impact to evolving interest rates and volatility trends, it delivers perspective on what could be in store for 2026. Read more in . go.lpl.com/investoroutlook