Meet the Team

Learn more about our team!

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Check the background of investment professionals associated with this site on FINRA's Broker Check. *No strategy assures success or protects against loss. 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Better Banks and Investment Strategists at Better Banks are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Strategists at Better Banks, and may also be employees of Better Banks. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Better Banks or Investment Strategists at Better Banks. Securities and insurance offered through LPL or its affiliates are: 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, MT, NC, NJ, NV, NY, OK, OR, RI, SC, TN, TX, VA, WI, WY.

Better Banks ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS.