Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help seek them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. 

 

Adam C. Halm, CFP®, ChFC®

LPL Financial Advisor

adam.halm@lpl.com

 

 

 

 

 

 

 

 

 

 

Erica Ellis

Operations Manager

erica.ellis@lpl.com

 

 

 

 

 

 

 

 

 

 

 

 

Taylor Mess

Client Service Associate

taylor.mess@lpl.com