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Why Choose Us
Our financial advisors take a client-first approach, crafting personalized financial strategies that reflect your goals, values and what matters most to you.
Your Vision, Our Mission
Every plan begins with understanding your vision—so your future is built around your priorities.
Our mission is to be a trusted partner for our clients and communities, empowering them to confidently work toward their financial goals through personalized strategies, education and a commitment to long-term security.
Expertise Met With Compassion
Our financial advisors bring extensive knowledge when helping you develop a strategy tailored to your unique goals and situation. Beyond the numbers, they lead with empathy, ensuring every recommendation is grounded in what truly matters to you.
Flexible Strategies for a Life in Motion
Situations change, ambitions evolve, life keeps us on the move—we get it. We are here for you through those changes. Our financial advisors check in regularly to ensure your intentions and financial plan remain aligned.
A Legacy Built on Meaningful Connections & Thoughtful Guidance
Our clients have placed their confidence in us because of the meaningful relationships we’ve built and the personalized guidance we provide every step of the way. Through genuine connection and professional support, we aim to help turn financial dreams into achievable realities.
Invest With Confidence
"Andy is a low-pressure advisor who provides clear, simplified explanations of financial programs, tailoring options to fit your risk tolerance. His honesty, integrity and responsiveness make him a pleasure to work with. Over the years, he’s consistently returned calls and emails promptly and is supported by a fantastic team. The trust and great results I’ve experienced with him have built a strong, lasting relationship, making him an excellent choice for anyone exploring financial products at Members 1st."
"Eric Murr has been an incredible help to me. After losing a significant amount of money with a previous firm, I turned to Members 1st. Eric’s guidance brought me peace of mind. He took the time to understand my needs, explained financial options in a clear and patient manner and helped me regain stability with strategies like annuities and money markets. His honesty, professionalism and genuine care for my financial well-being make him an asset to Members 1st. I wholeheartedly recommend him to anyone looking for trustworthy financial guidance."
"Tim Sheehan has been our personal advisor since 2009, and his expertise and patience have been invaluable. He explains financial concepts clearly, uses analogies to make everything easier to understand and tailors advice to our needs - balancing liquidity, risk and returns. When my husband passed, Tim’s guidance on tax implications and managing accounts was a great comfort. His advice has also been instrumental in helping my family—my stepson, son and even my grandson—make informed financial decisions suited to their ages and goals. I trust Tim completely and would never consider working with anyone else. His professionalism and connection with Members 1st provide the peace of mind that my finances are in safe hands."
"Andy has been a godsend in guiding us through our financial journey, from raising our children to now preparing for retirement. His advice has consistently been spot-on, and even in the rare moments that I had doubts, following his guidance paid off. Andy is incredibly easy to work with, and my wife and I look forward to our annual sessions, where he reviews our portfolio and suggests adjustments. He has even helped me navigate unique financial situations, like handling my mother’s estate. Thanks to Andy and the team at Members 1st, I feel confident and well-prepared for our retirement years. I truly believe we’re in a much better position because of him."
“After selling a family property and my husband having a stroke, I knew it was time to invest some of the money from the sale. I knew nothing about investing before coming to Members 1st and talking with Eric Murr. He immediately put me at ease and together we created a plan. Whenever I have a question, Eric immediately provides the answer. He works hard for his clients, and I have recommended him to our friends.”
Our Process
Meet with one of our financial advisors.
Share with us about where you are now and what you’re working toward.
Your financial advisor will stay connected and adjust your plan to keep you on track with your vision.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve*, supporting more than 29,000 financial advisors, 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2025); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
For more information about LPL Financial, visit www.lpl.com.