Our Team

Charlie Goodman

Principal, Chief Compliance Officer, and Wealth Advisor

Charles Goodman has been in the securities industry since 1987. He began his career with Paine Webber (5 yrs), moved to Smith Barney (15 yrs), then Morgan Stanley (4 yrs), and finally LPL Financial in 2010.Charles has an...

Kerry Lee

Wealth Advisor

505-795-7925

Kerry.lee@lpl.com

Kerry Lee joined LPL Financial in 2011 as a Financial Advisor. In 1989, Kerry received a Bachelor of Arts in History from the University of Redlands located in Redlands CA. In addition to his history degree, he holds the FINRA Series 7...

Mark Rael

Wealth Advisor

505-216-5378

mark.rael@lpl.com

Mark Rael, originally from Albuquerque, attended New Mexico State University and graduated with a Bachelor of Business Administration Degree with a major in Managerial Accounting. He also graduated from the Bank Administration...

Peter Murphy

Wealth Advisor

Peter joined LPL Financial and Financial Partners in 2016 as a Financial Advisor & Planner after owning and operating American Prosperity Group since 2007. He is a 27-year career Naval Aviator and former Commanding Officer of Strike...

Ross Douglas

Wealth Advisor

970-618-8144

ross.douglas@lpl.com

After earning a Bachelor degree in Finance from Colorado State University, and spending 7 years as a successful commercial airline pilot, Ross began his financial advising career with a firm in downtown Denver. The city was a great...