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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OWL - Outcome Wealth Literacy

Financial Education Workshops for Employees

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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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LPL Research's Outlook 2023: Finding Balance

December 6, 2022   |   LPL Research

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Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the potential to disrupt the balance of our lives. But with resilience, perspective, and the support of close connections, we can navigate through it all and regain our sense of equilibrium. Even after another dizzying year, as 2022 proved to be.

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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