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Our goal in designing this website is to help you understand the opportunities and potential rewards that are available when taking a proactive approach to your personal financial situation.

These pages and tools should give you a better understanding of the financial concepts behind insurance, investing, retirement planning, estate planning, and wealth preservation.

Most important, we hope you see the value of working with a LPL Financial Advisor to pursue your financial goals.  We are here to inform you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data.  Do not hesitate to contact us to set up an appointment to start setting up your financial goals. 

Your financial outlook depends in large part on decisions you make today. Here is to opening doors for your financial future... 

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

Principles of Preserving Wealth

Principles of Preserving Wealth

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

Our Team

Karin Knoop

Karin Knoop, LUTCF

Founding Partner

Jim Dumbeck

Jim Dumbeck, CFP®

Founding Partner

Howard Marchbanks

Howard Marchbanks, CFP®

LPL Financial Advisor

Barry  Streeter

Barry Streeter

LPL Financial Advisor

 Brandon Behrad

Brandon Behrad

LPL Financial Advisor

Christy Nelson

Christy Nelson

Office Manager

Nicole Dumbeck

Nicole Dumbeck

Marketing Coordinator

Mary Ann Dumbeck

Mary Ann Dumbeck

Client Relationship Manager

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