Working Together

Working together begins with a conversation.  We'll talk about your situation and what you would like to accomplish.  From there, we can prioritize your concerns and decide when and how we'll get things done.  In time, we'll cover all the details to make sure that your financial strategy is in harmony with your plans.  And, we'll review the plan regularly to help you stay on track and adjust course as your life changes. 

I am here to guide you toward a more confident and empowered future.  If you're ready to start a conversation, please contact me at (206) 457-5745 or e-mail john.roeller@lpl.com.