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Investment Management

As your investment partner, we are committed to helping you achieve your unique financial goals and objectives. After developing a thorough understanding of your risk tolerance and specific short and long term goals, we will work together to create a customized Strategic Asset Management (SAM) Portfolio.

Strategic Asset Management (SAM) Brochure . pdf
  View our Consulting Process
  View our Research Process

For more information, please feel free to contact our Financial Consultants:

Michael Upton, AAMS
mike.upton@lpl.com
Jeff Draughon, AAMS
jeff.draughon@lpl.com
Joseph O. Bollinger, Jr., MBA, AAMS
joey.bollinger@lpl.com
John Lenahan, CFP®
john.lenahan@lpl.com
 Stan Bollinger
stanley.bollinger@lpl.com
Sam Marino
sam.marino@lpl.com