Investment Management
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Meet Our Team
Tom Zinckgraf
Since 1982, Tom Zinckgraf, LPL Registered Principal, has built his financial-services practice on a foundation of high integrity, prudent capital market guidance, a commitment to superior service and thorough attention to each client’s needs.
Learn MoreCharlie Ward, CFP®
Charlie Ward is a CERTIFIED FINANCIAL PLANNER™ and LPL Financial Advisor with Investment Strategies Advisors. Before joining our practice, he enjoyed supporting individual investors and retirement plans at Merrill for several years.