I believe having the greatest number of options enables the potential for greater flexibility in planning and implementation. I define my roles as an advocate on behalf of businesses, medical professionals, and families who require highly specialized financial and advisory services. As a member of LPL Financial, an independent national financial services company, we take your whole financial picture into consideration, because we are relationship-centered, and not obligated to promote any products or investments. Our goal is to exceed your expectations by delivering an unprecedented level of personalized service.I am honored to be a Premier Partner with the North Carolina Medical Society to serve its members with wealth preservation strategies since 2008. (The North Carolina Medical Society is not affiliated with LPL Financial)Specialties: Tax reduction and principal preservation strategies, private wealth management, comprehensive planning, and wealth growth and preservation strategies within the medical, business owner, and professional communities.www.blackbridgefiancial.comSecurities are offered through LPL Financial, Member FINRA/SIPC. Blackbridge Financial is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representative associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.