LPL FINANCIAL - Key Persons
"Our consistent record of professionalism and quality service for advisors and clients."
"How we've grown and prospered by following our principles and a client-first process."
"I'm very proud of the work our advisors do for their clients, particularly given the global and national events they've had to contend with the past fifteen or so years. I'm also proud of the growth of the company, realizing the number of families we help with their financial planning needs, and having the opportunity to share in the milestones and achievements of our advisors."
"The quality and retention of our advisors and our staff, and the consistency that gives to clients."
"Watching our advisors and the firm continually grow, despite a financial environment that was, at times, very difficult."
Focusing on investment management and retirement and estate planning for individuals and families, Michael started his career as a Financial Advisor with a Bachelors of Business Administration in Banking and Finance.
Michael focuses on assessing and evaluating all the different aspects of a client's financial picture. Including, coordinating estate planning needs with the client's attorney, as well as their accountant.
Michael Trnka is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.
"We've worked very hard to create a professional, stable, fair, and entrepreneurial environment, which strives to facilitate real value for our advisors and their families, while they're with us and after they retire. In doing so, I feel we've created real value for the clients we all serve."