Kyle began his career with Waddell and Reed in 2009 and has been an advisor for LPL since 2021. Our office's goal is to assist our clients to maintain and grow their wealth through the financial planning process. We assist in helping clients navigate their life changes from retirement, to job changes along with risk management and estate planning and helping to grow savings for the next generation. Our wealth management process is individualized and tailored toward your personal goals and needs.
Nicole has been in the financial services industry since 2012 and focuses on providing financial guidance during times of transition. With a holistic approach, she assists people in retirement and income distribution planning, legacy planning and tax efficiency strategies. She is a Certified Divorce Financial Analyst and specializes in Divorce Financial Planning. Times of transition can be a challenge but you don't have to do it alone. Together we will create a comprehensive plan for your future and the future of your family.
Selese joined our team in March 2022 as LPL Financial Registered Administrative Associate. She brings years of customer service experience from various industries and locations in the Midwest, East coast and Europe. She began her financial career in 2009, including experience in banking, insurance, mortgage and financial planning assistance.
Since 2009, we have helped our clients create programs and portfolios to manage long-term financial goals. Do you have questions about investments, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by learning about your needs, goals and wants. Then we analyze your current situation and compare it to your current portfolio. Finally, we clarify our different fee structures and recommend a "pathway" for pursuing your personal goals through our diligent investment strategy and setting realistic expectations for the future.
Truway Financial is comprised with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all licensed and credentialed. And you can count on collaborative recommendations and impartial guidance.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.