Are you living to work, or working to live? There is a big difference.

Where do you want your bridge to take you?

There is no “one-size-fits-all” plan to fit every investor and every financial goal.

We Wrote the Book



Life’s Bridges: Building Your Bridge to Financial Wealth, written by Lloyd Lowe Sr, helps people create a road map for ensuring financial security for life. Because 100 percent of the sale proceeds from the book are donated to charity, Life’s Bridges also helps create financial security for others in our community.

Core Company Values



For the benefit of our clients, we:
  1. Maintain the highest levels of integrity, transparency and professionalism.
  2. Partner with our clients to understand their goals and perspective on risk and return.
  3. Put our clients first and remain focused on doing what is best for them.
  4. Examine each opportunity thoroughly to ensure intelligent, informed decision-making.
  5. Invest in ourselves, our profession and our communities.

About Us

LD Lowe’s team members not only have skills for managing all aspects of our business, but also possess a client-focused attitude and a commitment to lifelong learning.

As a member of the International Association of Registered Financial Consultants (IARFC), a professional organization for financial planners, we are required to meet and maintain rigorous professional standards in seven key areas:

  1. Experience
  2. Education
  3. Examination
  4. Licensing
  5. Business integrity
  6. Adherence to a strict code of ethics
  7. Maintenance of proficiency, including a minimum of 40 hours of continuing education annually

Our Staff

We have hired a team of professionals who not only have exceptional skills for managing all aspects of our business, but also the right attitude, including a client service focus and a commitment to lifelong learning. Our firm invests in each person by providing continuing education opportunities, as well as support when a team member works toward professional certifications and advanced degrees.

Lloyd Lowe Sr

Lloyd D Lowe Sr, MBA, RFC®, LACP

Chief Investment Advisor
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Lauren Chastant

Lauren Chastant, IACCP®, CPP

Chief Compliance Officer
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Molly McCarthy

Molly McCarthy, ChFC®, RFC®, CRC®, LACP

Lead Wealth Advisor
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Taylor Brewer

Taylor Brewer, PCM®, CPP

Director of Client Experience
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David Erkel, CFP®

Paraplanner
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Cinda Lowe

Cinda Lowe, RFC®, LACP

Chief Operating Officer
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Kelly Brewer

Kelly Brewer

Senior Paraplanner
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