04/14/2026
We’re proud to share that our CEO, Rob Davenport CFP®, his wife Lorie Davenport and advisor, Ben Hopper CFP®, recently attended LPL Masters in Palm Springs, California this past March—an exclusive gathering of the top 3% of LPL advisors from across the country.
This select event offered a unique opportunity to collaborate with industry leaders, connect with like-minded professionals, and gain insights directly from LPL’s home office teams. During their time there, Rob and Ben deepened their expertise in key areas including team leadership, business organization, best practices, tax and estate planning, and succession planning.
We’re excited to bring these valuable insights back to better serve our clients and continue strengthening our commitment to excellence.