Hello! I'm Lori.

Having worked in the financial industry for more than 15 years and as a licensed realtor for over 20 years, I bring experience that can develop an investment plan unique to your situation.

Working as an Ethics Approved Fiduciary, RFC®, I always strive to do what is best for you. Being fully licensed to work with stocks, bonds, mutual funds, ETFs, alternatives, and more, gives me a wide range of options to create a plan that is right for you!

As a Certified Retirement Counselor®, CRC®, I am here as the keeper of the lighthouse showing you the way to navigate today's complex retirement plans and options and identify the appropriate retirement saving and income strategies to meet your goals.

Through our financial planning services, utilizing research and review technology such as Emoney®, MoneyGuide®, YCharts®, and Morningstar®, and partnering with industry-certified financial analysts (CFAs), I can give you a snapshot of your current financial situation. Then I can show you if you are on track with your goals, address your concerns, and develop a plan that makes a difference in your life.

For our business owners, I am here as a CPFA® to assist with your Employer Retirement Plans. With training for participants and fiduciaries and assistance with the implementation and coordination of services, I am here to help you provide the best plan for you and your employees.

Hello! I'm Nathan.

Nobel-prize-winning physicist, Richard Feynman, stated turbulence is the single most important unsolved problem of classical physics. In simpler words, nobody can accurately predict with any certainty how storms, or even the weather as a whole, will behave a few days from today. An economic forecast is completely analogous to a weekly weather forecast: an incomplete guess.

In your life and financial journey, you have and will continue to experience chaotic storms and unpredictable weather.

This is where LC Financial Services and I come to your help. We cannot predict what storm will hit next and when; no one can! But, what we can do is provide you with a sturdy foundation to keep you afloat, and sound advice to guide you out of and away from impending disasters.

So how do we approach your situation? Much like an engineer designing your ship. The engineer doesn’t know exactly what weather your ship will face, so they build in “margins of safety”, or extra strength and protection, to ensure your ship stays afloat even through the worst possible storm.

With over four years of engineering experience and a passion for finance, I focus on designing an optimal plan that helps you reach your goals while explaining complex concepts in clear, simple terms. I handle the math and analysis behind the scenes and present you with a straightforward path that keeps your ship sailing confidently toward clearer skies.

Reach out today, and let’s set sail together!