I am proud of my association with Cambridge Investment Research Advisors, Inc., an industry-leading financial solutions firm that has focused on serving independent financial advisors and their investing clients for more than 30 years. Cambridge gives me access to a full menu of compliance-friendly programs, products, and services, enabling me to customize an investment strategy designed to meet your long-term financial needs. To learn more about Cambridge, click here.

National Financial Services LLC (NFS) serves as the custodian for my Cambridge brokerage accounts, providing custody, clearing and other brokerage services.

Crump is the Master Insurance Agency that I use to process all of my insurance.  They are a part of Truist Insurance Holdings, Inc., the sixth largest insurance broker in the world. As a nationwide independent insurance broker, they have agreements with 100+ highly rated insurance companies. Crump supports me with traditional and variable life insurance, fixed annuities, and long-term care insurance and linked benefits.  Working with them allows me to shop policies across various carriers to get the best products and rates for my clients.

Founded in 1968, SEI is one of the world’s largest wealth and investment management solutions companies. For more than 45 years, they have used the most up-to-date research to anticipate changing investor needs and create innovative solutions designed for people like you, as well as institutional investors. As an investor in SEI Investment Strategies, you’ll benefit from a well-tested investment process founded on market research, broad diversification, thoughtful portfolio construction and risk management.

Your brokerage account can be used as collateral for a line of credit, while keeping your investment portfolio intact. The U.S Bank Flexible Capital Line of Credit is a securities-based line of credit secured by eligible assets in one or more accounts maintained at National Financial Services.  Leveraging your securities can provide greater flexibility to meet, manage and pursue a variety of important financial situations while maintaining the integrity of your overall wealth plan.

You can earn a higher rate of return while maintaining FDIC coverage for your larger cash positions.  The Federally Insured Cash Account (FICA®) is an insured high-yield cash account offered by StoneCastle.  Establishing an account gains you access to 800+ banks in the U.S. where your deposits immediately go toward funding local communities, creating jobs, building homes and infrastructure, expanding social programs, and growing local tax bases. StoneCastle’s market volume allows them to negotiate higher interest rates on your deposits. Spreading your deposits across multiple banks provides you with increased FDIC insurance coverage.

Estate planning attorneys are experienced and licensed law professionals with a thorough understanding of the state and federal laws that affect how your estate will be inventoried, valued, dispersed, and taxed after your death. They can assist with creating and updating wills, setting up trusts, and business succession planning.  I will work closely with your attorney to ensure that your assets are titled properly, beneficiary designations are appropriate, and that your legacy is passed on as you wish.

Accounting firms are called on to work closely with individual clients as they pursue a broad spectrum of business ventures. Areas of practice include tax preparation, business valuations, consultation, IRS problem resolution, and financial statement preparation. I will work closely with your tax professionals to help review the tax implications of your accounts and find ways to minimize your taxes while saving for retirement. Since I am a CPA, your tax professional and I can speak the same language.