Why VIE Wealth Management

Planning with purpose. Relationships that last.

I founded VIE Wealth Management to build a practice around thoughtful financial planning and lasting relationships. I wanted clients to have someone who knows their story, explains their options clearly, and stays involved as life changes.

Here, your accounts are part of a bigger conversation—about your family, your priorities, and what you want your money to help you do. My role is to connect those pieces and help you make informed decisions along the way.

“Prosper on Purpose” reflects that approach: making intentional choices with your money so it supports the life you want to live.

Personal attention, supported by national resources.

VIE Wealth Management is my independently owned practice, supported by LPL Financial. LPL Financial Holdings Inc., is publicly traded on Nasdaq under the symbol LPLA. As of September 30, 2026, LPL supported more than 32,000 financial advisors and approximately $2.6 trillion in total client assets.

That relationship gives my practice access to resources that support the work we do together:

Investment Choices: LPL provides access to a broad selection of investments and advisory platforms, giving me options to consider when building recommendations around your needs and goals.

Research and market insight. LPL’s research team provides analysis of the economy, stock and bond markets, and investment trends to help inform our conversations and investment decisions.

Technology and account access. Through LPL’s Account View website and mobile app, you can review account balances, activity, statements, and tax documents, helping you stay connected between meetings.

Support behind the scenes. LPL provides trading, custody, account administration, and regulatory oversight resources that help independent advisors operate their practices and serve clients.

For you, this means a personal relationship with an advisor who knows your story, supported by the capabilities of a national financial services firm.