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 & Owner

More than anything, Mick values the strong, long-term personal relationships he has with his clients.

Click here to learn more
Previous slide
Next slide

Check 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

Sign Up to Receive Our Newsletter