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Kate Winters and Care-Taking During COVID

Working during Covid-19 presented unforeseen challenges for Kate Winters, who leads LPL’s Advisory Platform team. But LPL leadership provided the support needed to help her seamlessly transition her practice and team to a remot...
Dec-15-2020

Making an impact with LPL Government Relations and Joan Valenti

For Joan Valenti, making an impact has always been important. Whether it as a mentor, community advocate, or as a member of the LPL Government Relations Advisor Council and the LPL Political Action Committee (LPL PAC). “The in...
Nov-05-2020

Wesley Burns Focuses on Inclusion

For Wesley Burns, co-founder of Burns Toussaint in Seattle, Washington, the focus is on communities and working with the underserved. “It is our mission in this industry to be a beacon of hope and light to minorities and women,...
Oct-13-2020

Going Above and Beyond During the Pandemic. Andy Keating and team share their story.

Andy Keating and Warren Bausert of Sterling Wealth Services share how they approach client relationships during the pandemic and why one of Andy Keating's clients sent a note to Dan Arnold.
Sep-18-2020
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