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About I am a CERTIFIED FINANCIAL PLANNER with over 20 years of experience in the financial services industry. Services includ all areas of financial planning including wealth management, retirement planning, college planning and tax-advantage investing. Story Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of tile following states: AL, AZ, CA, MI, MO, NC, ND, OR, SD, VA, and WA.
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