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The Latte Habit

How little things can add up over time.

LPL Financial Form CRS

There’s no bigger compliment than a referral from a valued client. Please keep us in mind when you have friends, family or acquaintances that may benefit from our advice and services.

Securities and Advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, LA, NV, VA, MI, IL, FL, UT.

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