Our Team

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...

Diane Otero-Bell, Founder & CEO, DiVerse Options, LLC, is a retired Engineer (BS Nuclear Engineering) with experience teaching finance (MBA), engineering and math (Secondary Education license). While working as a Data Systems...

After starting his financial services career in 2012 with New York Life and Eagle Strategies, their Registered Investment Advisor subsidiary, James T. Larkin joined Financial Partners, LLC and LPL Financial in 2017. James earned his...

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, 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 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...

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...