Jeff Malas, AAMS
Since every client’s situation is unique, Jeff will take the time to get to know you and your needs. He aims for a high level of client care and has a passion for educating those he serves. Jeff holds a Master’s Degree from Wheaton College. He received excellent training and education from a well-known firm before becoming an independent advisor. Jeff has been married to Wendy for 18 years. They have 4 children, ages 17, 15, 13, and 11. Jeff is originally from Ventura, California. He has a love for his local church and baseball.
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Jon F. Walker
LPL Branch Development Consultant
Jon F. Walker, LPL Branch Development Consultant, has worked in the financial services industry since 1988. He has 30 years of experience as a financial advisor. His role has recently changed from financial advising to business consulting with Milestone Wealth Design.
LPL Registered Sales Assistant, LPL Insurance Advisor
Insurance is an underserved area of financial planning by many advisors. We wanted to be different. Wendy’s role is to help clients who have insurance needs through each step of the process. She holds Series 7 and 66 registrations through LPL Financial, and an insurance license for the state of Illinois and specializes in assisting clients with their life, disability income protection and long-term care planning needs. Wendy is originally from Newport Beach, California. She also has a degree from The School of The Art Institute of Chicago and loves to surf. Most importantly, her faith is foundational to her life and work.
LPL Administrative Assistant
LPL Adminsitrative Assistant
Diana is a mother of 5 grown daughters and 9 grandchildren. She was a registered nurse and homeschooled her daughters through high school. Recently, she held a position as a bookkeeper and was a secretary for a local church prior to joining us.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best – help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
– Enabling technology
– Comprehensive clearing and compliance services
– Practice management programs and training
– Independent research
LPL Financial understands that providing Americans with investment advice is critical to their financial security.
The firm’s mission is clear:
We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best—create the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com
*As reported in Financial Planning Magazine, 1996-2016, based on total revenue.