Individuals

Future planning for you
and your family

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Businesses

Guidance for starting, buying, selling
or transferring a business

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Professionals

Consultation and
service support

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What motivated the change?

What motivated the change?

As the financial industry continues to evolve, our clients’ needs have too. In order to address those needs and maintain the high level of service you have come to expect from us, we felt an increased need for flexibility in our business. With our new direction, we will have access to state-of-the-art technology, tools, and resources, plus a broad array of investment choices and multi-custodial offerings for a more personalized experience. LPL has zero proprietary products so our only motivation is to help you work toward your desired outcomes. We made this decision because of you, and our dedication to always serving you first. With LPL’s support, we strive to provide you with more insights, more personalized attention, and more overall value. 

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The Latest Market Commentary:

Relief at the Pump and for Portfolios?

June 27, 2022   |   LPL Research
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2022 has been rough all-around for the American consumer. Not only are we battling decades-high inflation, but investors’ portfolios are off to one of the worst starts to a year in history as we near the halfway point. Our technical work is first and foremost rooted in trend following, and the trend in both stock and bond prices so far this year have of course been down. However, one trend that has been strongly higher is energy prices. It may be early, but we see some potential signs that energy trends could be changing, which would not only have positive implications for consumers’ wallets, but also potentially investors’ investment portfolios.

Our Team

Each Outcome advisor brings something different to the table. When you work with us, you get the benefit of an entire team, not just a single advisor.

Jason J. Howard

Jason J. Howard

CFP®, CIMA®, AIF®
Founding Partner
Wealth Advisor

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Shane Kunz

Shane Kunz

CFP®, CIMA®
Founding Partner
Wealth Advisor

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Chad Horne

Chad Horne

CPWA®
Founding Partner
Wealth Advisor

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What We Offer

We design financial strategies for individuals and businesses focused on outcomes, plus offer support to other advisors.

Individuals

Individuals

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Businesses

Businesses

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Industry <br/>Professionals

Industry
Professionals

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