About Lockshield Partners

We believe our teamwork approach adds a broader perspective and increased benefits to our clients.
Creating a map for your future. Guided by people passionate about the journey.

The Lockshield Story

We named our firm Lockshield Partners for a reason. Locking shields is an ancient military strategy that allows for a much smaller force to defend against a much larger force. It darn near allowed the Vikings, the original special forces, to take over the world.

When the force of life is directed at you, it’s nice to know you have partners standing next to you to lock shields with. It’s the perfect analogy for life. And we believe it’s the perfect name for a Financial Planning firm.

Check the background of your financial professional on FINRA’s BrokerCheck

Meet The Team
Senior Partner
Operations Manager, Partner
Financial Advisor, Partner
Financial Advisor, Partner
Philosophy

Our Mission

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Interested in one of our services?

The team at Lockshield Partners would love to assist.