Your Advisor

Jeff is thrilled to affiliate his SWP practice with LPL Financial. Jeff began his financial services career in 1984 with Fidelity Bank & Trust after owning his own Mortgage Banking Firm for 14 years. He then moved...

Russell is a valuable member of the SWP team. He works with clients to service all financial requests and inquiries and acts as the company liaison with custodians, investment managers and other outside agencies....