Our Team

Learn a little more about our team, and the knowledge and experience each member brings to the table.

Daniel O. Uribe – Managing Partner

Mr. Daniel Uribe joined LPL Financial in 2007. He enjoys working with clients in more than 23 states. For years, he has been recognized as a top financial advisor at LPL Financial and named to LPL’s Patriot’s Club (Patriot’s Club is a premier honor awarded to less than 8% of LPL’s approximately 16,000 advisors nationwide, and is based on the advisor’s annual production ranked among all registered advisors supported by LPL).

Prior to joining the firm, Mr. Uribe spent many years acquiring broad-based, analytical, management and financial experience working in sectors as diverse as Government, a Washington DC-based Think Tank, and Corporate America. He completed his undergraduate work in Economics and his graduate work in Business (MBA 2005)… Read More…

View Daniel Uribe on LinkedIn

Dusty Dean – Wealth Advisor

Dusty joined the Good Wealth Management team in April 2021. He brings considerable industry experience to our team: as a Regional Supervisory Principal, he most recently supervised over 130 Financial Advisors at LPL Financial; and as a Senior Branch Examiner, he audited over 400 LPL branch offices around the country. In those roles, Dusty was afforded the opportunity to travel the nation extensively listening to hundreds of advisors and teams’ perspectives regarding the client experience.

Dusty’s passion is helping individuals, families, and business owners to take complicated monetary decisions, and guide them through these seemingly tough decisions with an approach that focuses on their unique goals. Read More…

Shelby Lopez – Client Services Director

Mrs. Lopez joined the LPL Financial team in 2004. She is currently the Client Services Director. In 2017, she earned the Financial Paraplanner Qualified Professional™ – FPQP™ designation through the College of Financial Planning, and a Bachelor’s level credentials through LPL Financial’s Admin U. Shelby is not only the friendly voice over the phone, but she is also the “go to” person when the advisors are out of the office. Shelby enjoys providing each client with support as well as exceptional client service. Read More…

 

Genevieve – Welcoming Committee Canine

Have you met Genevieve? She is not just your regular lazy office dog, Genevieve takes her job as welcoming committee canine very seriously. Her main duty is to make sure all the clients that come in the door are welcomed with a wet nose, so they can be alert while they handle their business. Read More…

 

Edwin L. Good – Founder (Retired)

Mr. Good retired in 2018 after helping clients for more than 30 years. As an independent financial planner, he founded the predecessor company to Good Wealth Management in Atlanta, GA in 1993. 

 

** Check the background of investment professionals associated with this site on FINRA’s BrockerCheck

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