LPL Financial: Windward Wealth joins broker-dealer, RIA, custodial platforms

LPL Financial announced that financial advisors Erick Simonds, Eugene Sninski, II, and Lisa Sninski have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $250 million in advisory, brokerage and retirement plan assets and join LPL from Wells Fargo Advisors. Based in Brick, N.J., Erick and Eugene have worked together as a team for approximately 17 years, with Lisa joining three years ago. All three have deep ties to the community and have grown their practice by cultivating meaningful relationships with local businesses, charities and schools. They use a diversified, risk-based wealth management process to help pre-retirees establish wealth, transition to retirement and plan for their legacy.