The work behind the work.
We use AI in our practice — deliberately, transparently, and within specific limits. Here's how it actually works, what it doesn't do, and why we think this is the right way.
How we work
Built around tools that amplify, not replace.
AI is in everything now. Writing essays. Summarizing meetings. Replacing customer service reps. Hallucinating legal cases. Taking jobs. Some of it is exciting. A lot of it is alarming. Almost all of it is happening faster than the people using it can think it through.
We use AI in our work. We think the right move isn't to pretend we don't, or to evangelize about it, but to be honest about where it helps, where it doesn't, and where we draw lines. AI is a thinking and preparation tool. Not a communication channel. Not a decision-maker. Not a substitute for an advisor.
What you get is a more prepared advisor — research synthesized faster, scenarios modeled wider, drafts produced quicker. What you don't get is automated communication, decisions made by an algorithm, or your private information processed by tools you didn't agree to. The relationship stays human. The work behind it gets sharper.
Our principles
Where we draw the lines.
Preparation, not communication.
AI helps us prepare for client conversations. It never sends, writes, or speaks to clients on our behalf. Every word you read from us is a word we considered.
Enrichment, not replacement.
AI makes the human work better, not optional. It expands what one advisor can synthesize, model, and analyze. The judgment, the relationship, and the decisions stay with the people.
Anonymized inputs.
Account numbers, names, identifiers, addresses — none of that goes into AI tools. Questions go in stripped of who you are. Analysis comes back. We apply it in our own systems, where your information is protected.
Human decisions.
AI generates options. We make recommendations. You make decisions. The advisor is the human, not the algorithm.
Approved channels only.
All client communication happens through LPL email and MyRepChat. AI is a back-end tool, never the front-end of a conversation.
Transparent practice.
Most advisors who use AI hide it. We don't. If we use a tool that makes us better at our work, you should know about it — and you should know what it doesn't do.