The most important business relationship you will likely ever have is the one you have with your financial planner. This is because no other professional will likely have as big an impact on whether you pursue your financial goals....

Maintaining clients' needs on a personal level is not just a goal, it is a driving force for Karen. She has been in the customer service arena virtually all her working life. She feels it is important to build relationships that...

Landon’s background in financial and accounting work combined with his technical expertise allows him to meet AFW’s unique goals and needs. He strives to make every interaction meaningful and productive by providing exceptional service...

Tina has been working with LPL in the financial services industry for nine years. During this time she has assisted financial professionals with opening new accounts, interacting with clients, and completing any customer service tasks...