Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Background Kathy is the founder of Golden Ridge Financial Designs, LLC. Since 1988, Kathy has been assisting her clients through wisdom and guidance to design comprehensive wealth management strategies. Kathy serves as a resource to...
Wayne’s education and work history are primarily in the engineering fields with corporations like Northern Telecom, Underwriters Laboratories, and Electrical South with a broad scope of services to customers across the US and...
Agnes has over 6 years of financial experience starting as a bank teller and eventually moving into investment operations at LPL. Agnes has been at LPL over 3 years in various service centers roles including Service360 and helping tra...
Professional Background Kevin Pollard is a CFO for the LPL CFO Solutions team. He provides advisors with actionable insights based on financial analysis and business plans to help drive higher practice valuations. Kevin has over ten...