Broker Check

Team Meet your
guides. 

Eric D. Osgood

Eric D. Osgood, LUTCF

Founder & CEO, LPL Wealth Advisor

Cali Roane

Cali Roane

LPL Wealth Advisor

Sam Tate

Sam Tate

Director of Client Relations

Shelly Hays

Shelly Hays

Client Service Specialist

Bekah Miller

Bekah Miller

Chief Operating Officer

Daphne Christenson

Daphne Christenson

Administrative Assistant

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Step 1

Step 1

Schedule a conversation.

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Step 2

Step 2

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Step 3

Step 3

Build your plan.

Move forward with a plan that supports your life today and tomorrow

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future together.

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