NorthCountry Financial Services employee since 2023
As an assistant to the financial advisor, I help coordinate his day-to-day schedule and act as a client liaison. You’ll hear from me if we need information from you, and when I have updates for you. It’s my pleasure to work with a team of professionals dedicated to making your experience with financial services the very best it can be. You can count on us to keep your account information confidential, and keep you informed. My aspiration is to become a financial advisor so I can directly help our clients with their financial needs and goals.
NorthCountry Federal Credit Union ("NorthCountry FCU") provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay NorthCountry FCU for these referrals. This creates an incentive for NorthCountry FCU to make these referrals, resulting in a conflict of interest. NorthCountry FCU is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. NorthCountry Federal Credit Union ("NorthCountry FCU") and NorthCountry Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NorthCountry Financial Services, and may also be employees of NorthCountry FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NorthCountry FCU or NorthCountry Financial Services. Securities and insurance offered through LPL or its affiliates are:
| Not insured by NCUA or any other government agency | Not credit union guaranteed | Not credit union deposits or obligations | May lose value |
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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.