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The Latte Habit

How little things can add up over time.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Fee-based advisory services are offered through LPL Financial, a registered investment advisor. Advisory services are offered only to residents of Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, New York, North Carolina, Pennsylvania, Ohio, South Carolina, Texas, Virginia, and Wisconsin.

We are registered to sell Securities in the following states:
Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Michigan, Mississippi, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington, Wisconsin.

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