Our 7 Step Process
Click here to learn more
The Power of Independence
Click here to learn more
M. Daniel “Mick” Zwayer
LPL Registered Principal / Branch Manager & OwnerMore than anything, Mick values the strong, long-term personal relationships he has with his clients.
Click here to learn moreCheck the background of investment professionals associated with this site on FINRA’s BrokerCheck

My Firm
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.

LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth

Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles.

Have a Question?
Our investment advisors would be happy to answer any questions you have about your financial situation.
Happening Now

Weekly Market Performance | October 2, 2026
LPL’s Weekly Market Performance for the week of September 28, 2026, highlights weekly equity market drivers, bond market activity, and September payrolls.

Are Crack Spreads a Signal Beneath Oil Prices?
LPL Research discusses what diesel crack spreads are, and why markets are shifting their energy market focus one step deeper.

An Eventful Fourth Quarter Awaits
LPL Research discusses how markets entering Q4 face election uncertainty, higher bond yields, and earnings season, while fundamentals remain key.