Check the background of this financial professional on FINRA's BrokerCheck.
Our Services
  • Term Life Insurance
  • Long Term Care Insurance
  • Financial Planning
  • Retirement Planning
  • 403b Solutions
  • College Planning
  • Investment Advice
  • Brokered CD's
  • Tax Advantage Strategies
  • Wealth Accumulation and Preservation Strategies
  • Stocks
  • Bonds
  • Mutual Funds
  • Tax Deferred Annuities
    Click here to view our team members.
    Market Summaries
    • Will vs. Trust: Is One Better Than the Other?
      When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences
    • Are You Ending 2016 Healthy, Wealthy, and Wise?
      Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and
    • Pretax, Roth, or After-Tax Contributions: Which Should You Choose?
      If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose?
    • Do I need to make any changes to my Medicare coverage for next year?
      During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be
    • What changes can I make during this year's Medicare Open Enrollment Period?
      Each year, current Medicare beneficiaries can make changes to their Medicare coverage for the following year during the Medicare Open Enrollment

    Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. Kern Schools Federal Credit Union and Kern Schools Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

    Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor

    The investment products sold through LPL Financial are not insured Kern Schools Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the Kern Schools Federal Credit Union and are not endorsed, recommended or guaranteed by Kern Schools Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.


    Check the background of this financial professional on FINRA's BrokerCheck.