Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we focus on educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

we believe Our team approach adds perspective to all we do and can provide increased benefits to our clients.

Meet Our Team

Alisa Van Frank

Client Care Specialist

(360) 918-9488

alisa.vanfrank@lplfinancial.com

Alisa Van Frank brings over 15 years of experience with LPL Financial, supporting clients through everything from event planning to quarterly meetings. With an Associate Degree and a passion for learning, Alisa thrives on helping...

Bud Milligan, MBA, CFP^®, CRPC^®

(901) 673-4062

(901) 316-8780

bud.milligan@lpl.com

Hi, I’m Bud Milligan, a CERTIFIED FINANCIAL PLANNER^® professional and wealth manager with more than 14 years’ experience. Early in my career, I worked for large financial firms, where I noticed that companies who owned their own products...