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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. Shelby enjoys spending time with her husband Ricky, son Mason, and step-daughter Trinity.  They also enjoy boating,…

  Wealth Advisor | 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…

Welcome to Good Wealth Management! Thank you for visiting our website. Are you considering establishing a new relationship with an unbiased team of financial advisors? To help you better understand who we are as Good Wealth Management, I will answer a few important questions. What do you mean that you are "independent?" We are locally owned. Our business is not controlled by any outside investment firm. We are under no pressure to sell "proprietary" products. Our priority is to provide unbiased and independent advice to our clients. We think of ourselves as "sounding boards" for each client and his/her unique needs. We desire to…