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 THE POWER OF INDEPENDENCE
Advice is Not All the Same
We believe not all financial advice is the same. There are differences in the way advisors recommend solutions for their clients and get paid by their clients. We are an independent firm. 

What is an independent firm?
Independent firms are owned by the principals or partners of the firm. We are not employees of a large, "brand name" firm. Because we are independent, we have certain freedoms that an "employee" advisor may not have. For instance, we are under no obligation to represent or use specific financial products or instruments produced by any firm. We can provide financial tools to our clients from a broad array of national resources. That means we offer advice based on your needs. Advisors who are employed by some of the larger firms may be required to recommend products produced by their firm which may not always be the best fit for their clients.

A Comprehensive Relationship 
Our professionals can offer a comprehensive look at your financial affairs. We are relationship oriented not transaction driven. We take the time to understand your vision for your future and that of your family. Once we understand who you are and what your goals are, we look at your whole financial picture to see what steps we need to take to help you achieve those goals. Only then will we make recommendations on investments, insurance, or tax and estate planning. We strive to ensure that each piece of your financial strategy is integrated and all aligned with your objectives.

A Network of Like Minded Advisors
Although we are independent, we are not alone. With our relationship with our Broker-Dealer, Kestra Investment Services, LLC, we have a strong connection with other independent firms across the nation. We also partner with Fusion Advisor Network which is comprised of some of the leading independent firms in the nation, and provides us with a community in  which we can share best practices and with ongoing top-notch business management consulting. They help us be better business owners so we can be better advisors.

Before You Choose an Advisor, Ask These Questions
Are you limited to using only products sold through your broker/dealer?

  • How do you get paid for the services you provide?
  • Are you incented to use certain products over others?
  • What are your credentials?
  • Will you evaluate my entire financial picture including investments, insurance, tax and estate planning?

Extensive, Holistic Solutions
As an independent advisor with the strength of both Fusion Advisor Network and Kestra Investment Services, LLC behind me, I'm able to get my clients access to top providers and products at competitive pricing difficult for advisors to obtain, especially if they're on their own. From alternative investments to variable annuities, you'll work with me, and I'm supported by some of the top subject matter experts in an extensive variety of areas, including:

  • Advisory services
  • Alternative investments
  • Bonds
  • Corporate benefits
  • Education savings plans
  • Equities
  • Fixed products
  • Indexed Universal Life
  • Managed accounts
  • Mutual funds
  • Research
  • Retirement services
  • Trust services
  • Variable annuities
  • Variable life


 
 
 

Securities offered through Kestra Investment Services, LLC, Member FINRA/SIPC and Advisory Services offered through Kestra Advisory Services, LLC.  Executive Financial, LLC is a member of both Fusion Advisor Network and PartnersFinancial. Kestra Investment Services, LLC and Kestra Advisory Services, LLC are not affiliated with Fusion Advisor Network, PartnersFinancial, or Executive Financial, LLC.
Kestra IS and Kestra AS do not offer legal or tax advice and are not Certified Public Accounting Firms.

This site is published for residents of the United States only. Registered representatives of Kestra Investment Services, LLC and investment advisor representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

For additional information, please contact our Compliance Department at (512) 697-6000.

 


Check the background of this financial professional on FINRA's BrokerCheck.