Investment Management Team

We believe investments should serve your life, not the other way around. By prioritizing your goals and dreams, we deliver efficient and effective investment management tailored to support what truly matters to you. Through Kestra Investment Management LLC ("Kestra IM"), we access outstanding resources that provide timely economic insights, sophisticated analysis, and comprehensive solutions—from strategic asset allocation to personalized portfolio construction—all tailored to  your unique financial journey.

About Kestra Investment Management: Kestra Investment Management LLC is an investment adviser registered with the Securities and Exchange Commission. Kestra IM is an affiliate of Kestra Holdings. Kestra IM provides market research, commentary, and portfolio guidance to its affiliated broker-dealers and registered investment advisers. For more information, please reference the Kestra Investment Management LLC Form ADV disclosure brochure. Kestra IM employees are not affiliated with or employees of the independent advisory firms they provide services to nor are the independent registered representatives or registered investment advisors affiliated with or employees Kestra IM.