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

What Midterms May Mean for Markets
LPL Research explores what midterm elections could mean for policy, markets, and sectors, plus historical stock performance around elections.

Investment Manager Risk Explained
LPL Research explains why investment manager risk goes beyond returns and how ongoing research can help identify risks building within portfolios.

Weekly Market Commentary | How AI Spending Is Reshaping Bond and Rates Markets | November 02, 2026
LPL Research explores how AI spending is becoming a key driver of interest rates, bond supply, credit markets, and the outlook for fixed income.