Broker Check

We Believe in Education

Shoreline Wealth Management has a passion for teaching and educating clients that need a better level of understanding.  Our team also enjoys collaboration with clients that have investment knowledge but want the guidance of a seasoned financial advisor.  We appreciate the balance of being analytical, down-to-earth, and transparent with our clients and making them feel comfortable.

LPL Strategic Wealth Services Extended Team

Keenan Allen

Keenan Allen

Senior Marketing Consultant

Sadie Gibson

Sadie Gibson

Client Concierge