How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Edward Charton

President, LPL Financial Advisor

Ed is an industry veteran with more than 40 years of experience in financial services. Ed provides independent insight and advisory services to corporate clients, executives, business owners, affluent individuals and their families. Ed...

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Alex Wimmer

Administration Consultant

Alex Wimmer is an Administration Consultant at LPL Financial. He partners with advisors to provide support onadministrative and operational tasks and client management functions. Alex has three years of experience in the banking and...

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Cory Charton

Marketing Associate

Johnenne Mays

Client Services Associate

Judith Williams

Administrative Associate

Renee Meeker

Client Services Associate