Your Local Financial Advisor

A personalized approach to investing. Built on Discipline, Integrity, and Gratitude.

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Focused strategies for your unIQue circumstances

Our objective is to help you.

We strive to empower individuals to embrace financial confidence and unlock the path to a life truly well-lived.

Build Wealth

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We utilize our experience and expertise to design a portfolio focused on helping you pursue your financial goals.

Retirement

We strive to design portfolios focused on your future. We are in your corner to help you stay on course as your life circumstances evolve and change.

Investments

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Whether you are looking to strategically invest your money, give your money, spend your money, save for college, or buy a home - we aim to be your financial partner along the way.

Individuals and Families - LPL Financial, Office of James Rockwell & Zach Carothers

Individuals & Families

Focused on building portfolios for you and your family.
‍Individuals and families rely on us to guide them through their financial journey. Whether you are just starting out or close to retirement (or in retirement) we are here for you.

→ Identify your investment objectives
→ Identify risk tolerances
→ Identify your time horizon
→ Identify liquidity and cash needs
→ Identify your values and desires
→ Design and craft strategies with your goals in mind

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Business

Plan design assistance with you and your employees in mind.
‍Businesses rely on us to improve the lives of their employees. We are proud to serve your business and craft a plan to best serve you.

→ Retirement accounts
→ Retirement options for employees
→ Education for plan participants

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