About Us

Clients come first.

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LPSC Financial was founded on the idea that our top priority should be the people we serve. Every part of our business was built to support that idea, from our personal approach, to our choice of broker/dealer, to the relationships we keep with our clients. We work this way so we can deliver for you.

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Our Team

Our principals and advisors love to help people create their own versions of financial freedom. Together, we are a team of specialists at your service.

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Our Broker/Dealer

Our firm is small by design—it’s the best way we know to keep client relationships at the core. But we partner with Commonwealth Financial Network® to bring you advanced industry knowledge and solutions. Through this partnership, we can provide personal, ongoing attention, backed by our trusted independent broker/dealer. You get the best of both worlds.


Ready to take the next step in your financial journey?

Schedule a free consultation to discuss your financial, retirement, and investment goals.