Preston is a LPL Financial Planner and LPL Investment Advisor Representative with Synergy Wealth Alliance. With over 25 years of experience in the Financial Services industry, he works with individuals and businesses to create solutions that strive to meet every financial need or concern.
Preston's passion lies in assisting to preserve and transfer wealth in retirement for clients and their heirs. As an LPL Financial Advisor, Preston provides advice by implementing a holistic approach that addresses the opportunity to leverage various strategies, products, and companies. The result is a transparent and full disclosure process that engages clients in the HOW and WHY of each recommendation.
A resident of Florida since 1997, Preston enjoys traveling, sports, and spending time with his wife and children, as well as his grand and great grandchildren. He is also active in his community as a Marriage Counselor and a teacher of Biblical Studies at his church.