Meet the Team

Susanne Barbaro

Susanne Barbaro

Registered Administrative Associate, LPL Financial

Jeanne Reese

Jeanne Reese

Operations and Client Service Manager

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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