Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Shane Goldsmith - Branch Manager - Has 26 years of experience in the financial services industry, 12 years of those spent in the banking industry before joining LPL in 2002.
As an Investment Adviser Representative with LPL Financial, a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to help work toward them.
Ronald Chronister is a financial representative with more than 16 years of experience in the financial services industry. Largely working with individuals, small business owners, he specializes in retirement planning strategies,..
Kim Herrman is a Certified Public Accountant and Financial Consultant. In 1999, Kim transitioned from public accounting to the financial securities business as a second career providing financial planning and investment consulting to...