Know Your Risk Tolerance
Determining your tolerance for risk can help us both understand your portfolio behavior and the thought process behind certain decisions. We will review changes that are necessary to meet your needs and better align your portfolio with your goals.
Matthew Holbrook, CFP®
Senior Vice President, Financial Advisor
Matthew.Holbrook@lplfinancial.com
Matthew founded Coastline Wealth Advisory with the intent of making a positive impact on his client’s lives with thorough and personalized financial planning. He is passionate about helping his clients work towards their specific...
Kaelyn Timmons
Client Service Associate
kaelyn.timmons@lplfinancial.com
Kaelyn brings 10 years of industry experience supporting high net worth clients and successful advisors, the last 7 of those with LPL. Clients know her as the person who gets back to them fast, answers the question they asked, and ..
Suzy Reyes
Senior Marketing Consultant