This year has been a year of change and growth for me and my business. As you may know, after 25 years with Raymond James I made a change to LPL Financial. After months of research and comparing I decided that LPL best aligned with the direction I wanted my career to go and even more important the direction I wanted to be able to take my clients. Our goal at Lone Oak is to help our clients leave a legacy for their family.
I have been a financial advisor for 31 years and planning on another 30 years. Irving Kahn got an earlier career start, so I can’t win the title of longest financial advisor career but I definitely come in a strong second. If you haven’t been by to check out our new office at 2620 North Travis in Sherman you should come by for a chat and a cup of coffee or hot chocolate