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Wealth Management

Solid Advice from Knowledgeable Professionals

Meet our team of seasoned advisors

LPL Financial offers financial advisors integrated technology, comprehensive clearing and compliance services, practice management programs and training, and independent research platforms. Through these offerings, LPL Financial is able to reduce complexity for advisors running their own practice, thereby allowing them to focus on what they do best—help the investors they serve to work toward attaining their financial goals and fulfilling their life dreams.

BILL SIMMONS

LPL Financial Advisor
CA Insurance License #0E77844
Registered in: AZ, CA, ID, NV, OR, TX, UT, WA*
Registered as Investment Advisor Representative (IAR) in: CA, TX*
*Securities registrations are held with LPL Financial
Dana E. Lanzaro, LPL Financial Advisor

DANA E. LANZARO

LPL Financial Advisor
CA Insurance License #0B52694
Registered in: AZ, CA, ID, NY, OH, OR, TX, WA*
Registered as Investment Advisor Representative (IAR) in: CA, TX*
*Securities registrations are held with LPL Financial
Denise Davis, LPL Financial Advisor

Denise Davis

LPL Financial Advisor
CA Insurance License #0D19507
Registered for Securities in: AZ, CA, NV, OR*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial
Jeff Impey, LPL Financial Advisor, CFP

JEFF IMPEY

LPL Financial Advisor, CFP®
CA Insurance License #0F35209
Registered in: AZ, CA, FL, IL, NM, NV, OH, OR, TX*
Registered as Investment Advisor Representative (IAR) in: CA, TX*
*Securities registrations are held with LPL Financial
Luke Cummings, LPL Financial Advisor

LUKE CUMMINGS

LPL Financial Advisor
CA Insurance License #0F05065
Registered in: CA, CO, ID, NC, NV, OR, WA, WY*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial
Kimm Sutton, LPL Investment Advisor Representative

KIM SUTTON

LPL Financial Advisor
CA Insurance License #0F70752
Registered in: CA*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial
Mike Kenison, LPL Financial Advisor

MIKE KENISON

LPL Financial Advisor 
CA Insurance License #0658948
Registered in: AZ, CA, CO, HI, NV, WA*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities registrations are held with LPL Financial
Ryan Kelly, LPL Financial Advisor

RYAN KELLY

LPL Financial Advisor
CA Insurance License #0G27002
Registered in: AK, CA* Registered as Investment Advisor Representative (IAR) in: AK, CA*
*Securities registrations are held with LPL Financial

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LPL Financial Advisors are registered with and securities and advisory services offered through LPL Financial,
a Registered Investment Advisor, Member FINRA /SIPC .
Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured
No Credit Union Guarantee
May Lose Value
 

SAFE Wealth Advisors are employees of SAFE Credit Union and are registered representatives through LPL Financial, Member FINRA/SIPC . SAFE Financial Services and SAFE Credit Union: Not a registered broker dealer; Not affiliated with LPL Financial.

The LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, CO, FL, HI, ID, IL, NC, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY