I have a really hard time believing I can act in a client's best interest as a fiduciary when my hands are tied to certain products or strategies. I believe you should have choices when making your own financial decisions. After all, you're the one who lives with the outcome.
I've been giving financial advice now for 15 years. I'm supported by Alexandria "Alex" Wood who shares my same vision of helping people pursue their financial goals. In October of 2022, we both departed Edward Jones as one team to join our friends at Oak Crest Wealth Management and affiliate with the largest independent brokerage firm in the industry, LPL Financial.
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