Meet our LPL Financial Investment Team

Lance Roe, Sr. RICP®
Sr. Financial Consultant
Contact Lance by phone at 866-699-3372

Stephanie Lamas
Financial Services Assistant
Contact Stephanie by phone at 517-213-7121

Make an appointment

Our LPL Financial Investment Team provides investment and insurance advice for you, your family, business, retirement, and estate planning needs. However, please note that we do not provide legal or tax advice. Consult your legal and/or tax advisor.

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Eaton Community Bank and Eaton Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Eaton Financial Services, and may also be employees of Eaton Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Eaton Community Bank or Eaton Financial Services. Securities and insurance offered through LPL or its affiliates are:

Eaton Community Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https:www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.