Meet Our Team

Who We Are

Who We Are

At LPL Financial located at Cyprus Credit Union, the team of advisors have more than 60 years of combined experience working with both individuals and businesses. Our goal is to provide high quality service and form lasting relationships with our clients. We know that financial planning can be intimidating, that’s why we pride ourselves on being able to provide clear, easily understood explanations of our financial products and services so that our clients always feel empowered.

What We Do

What We Do

The team of LPL advisors will create a customized financial plan just for you and then walk you through the step-by-step process in an effort to help you reach your financial goals and feel confident in your decisions. 

With a wide array of experience, an advisor can assist you in many areas of financial planning, including: 

  • Investment management
  • Retirement income strategies
  • Estate conservation and legacy planning
  • Life insurance and annuity products 
  • Small business retirement savings

How to Get Started

If you are interested in meeting with one of our consultants to start your financial planning, you can call (801) 260-7600 ext. 5802.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us