Tell a Friend

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC

The LPL registered representative of Sound Money Group, may only discuss securities or transact business with persons who are residents of Alabama, Arizona, Florida, Georgia, Idaho, Illinois, Michigan, Minnesota, Wisconsin. 

We are licensed to sell insurance products in the following states of: Arizona (AZ), Georgia (GA), Minnesota (MN), Wisconsin (WI) 

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

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