LPL FINANCIAL
Cargill-Smith-Tarr
LPL FINANCIAL
Cargill-Smith-Tarr

Helping you plan a bright future!

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence
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Helping you plan a bright future!

Invest with Confidence

Invest with ConfidenceInvest with ConfidenceInvest with Confidence
Book

About Us

Planning Futures

Since 1993, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, retirement, or estate planning? One of our licensed professionals would be glad to help. 

Our Team

David Cargill, CFP®, CPFA

David joined the financial advising world in 2020 after a 6-year career in non-profit. Very soon into his advising career he specialized in retirement planning, both personal and 401(k) plans. He has also gained a wealth of knowledge through training and testing to expand his offering in the personal wealth management and business planning fields.


David’s business studies and non-profit work, along with his broad scope of management and networking skills, have created a solid foundation for his career in financial services and development of client relationships.

Jeff Smith, AIF

For 30 years, Jeff has been an investment professional specializing in 401(k) plans. His extensive knowledge and experience pertaining to Qualified Plans includes keeping abreast of regulatory, compliance and

fiduciary requirements.


Jeff provides support to create detailed plan documentation and files, researches specific investment portfolios to ascertain the most suitable match for each company, and works with third-party administrators.

Katherine Tarr

As an investment professional for over 30 years, Katherine’s extensive financial background has enabled her to provide financial strategies to a broad client base as well as multigenerational estates.


Katherine works with plan sponsors to develop strategic portfolio selections for both Qualified and N o n - Qualified Plans. She assists with creating the necessary plan diversification for each individual to accommodate their specific needs.

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Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.


It should start with your goals and objectives, and from there we will build an investment portfolio, retirement planning, as well as insurance needs.


We meet with clients annually to review their financial plans or clients come to us before any major life transition.


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Contact Us

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

LPL Financial

7689 East Paradise Lane, Suite 5, Scottsdale, Arizona 85260, United States

Office: 480-368-1800 Direct (AZ): 602-737-2018 Direct (NE): 402-917-7575 david.t.cargill@lpl.com

Hours

Monday - Friday: 8am - 5pm


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