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...
Diane Otero-Bell
Wealth Advisor
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...
James Larkin
Wealth Advisor
jameslarkin@losalamosretirement.com
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...
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