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LPL Financial

Together we can make it happen

I welcome the opportunity to learn about your unique goals and needs. Together we can create a strategy designed to help guide you along the path to financial well-being.

Financial Services

  • Retirement Planning
  • Asset Allocation
  • Income Planning
  • Financial Review
  • Estate Planning

Investment Service and Products

  • Advisory Services
  • Annuities: Fixed, Variable, Fixed Index
  • Alternative Investments
  • Business Owner Solutions: Retirement Plans, Key Man Insurance, Executive Bonus Plans
  • Insurance: Life, Long-Term Care, Disability
  • Mutual Funds
  • Stocks and Bonds

Call to schedule a consultation at your local branch today

101 Wesley Dr. P.O. Box 619, Wood River, IL 62095
Phone: 618-254-0605
Mobile: 618-266-8400
Fax: 618-254-9219

Check the background of this investment professional. BrokerCheck by FINRA

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. Midwest Members Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Financial, and may also be employees of Midwest Members Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Midwest Members Credit Union.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.