As an advisor with Raymond James & Associates, I specialize in consulting and educating my clients on asset allocation. I believe it is important to offer objective evaluation and advice and to assure my clients that I am putting their best interests first.
Prior to joining Raymond James in 1995, I was with H&R Block where I worked as an assistant district manager handling tax preparation and instruction for 15 years. In addition to my Series 7, 63 and insurance licenses, I have completed coursework in financial planning, retirement plan consulting and long-term care planning. I truly care about my clients. Because of this, I realize the importance of patiently educating them about the variety of investment alternatives available and making sure they are well-informed and comfortable with the decisions they make. It is extremely important to me that my clients are at ease with their choices as they plan for their financial future.
Outside the office, I enjoy spending time with my growing family. Spending time with my four Children and my Grandchildren is one of my favorite passtimes. I am the chair for the Arts Council of White Lake and it has enabled me to meet so many new and interesting people and enjoy many events in my home community.
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