What is an azimuth?

In simple terms, your azimuth is the course to your destination.

Our Story

When I began my financial planning career in 1985, the San Francisco 49ers (with Joe Montana) won the Super Bowl, a loaf of bread cost $0.74 and the Dow Jones Industrial Average was around 1500. Much in the world has changed since then. But what hasn't changed is our singular focus on helping our clients and their families make smart financial decisions. It takes experience, expertise and objectivity to succeed in a complex financial world. We will take the time to understand your unique financial objectives and provide a disciplined process toward improving your family’s lives...

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The recognized standard of excellence for competent and ethical personal financial planning.

The nation’s premier credential focusing on retirement plan administraton.

What we provide


We will help prioritize and coordinate your financial goals.


We will monitor and advise you on your progress towards your financial objectives.


We bring insight, perspective and knowledge to help you avoid emotionally-driven financial decisions.


We work with you to anticipate and financially prepare you for life’s transitions.


We help you make informed decisions and ensure you understand your investment strategy.


We collaborate with you to attempt to achieve your family’s financial aspirations.

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Where can we join you on your journey?

Here are a few examples of clients we commonly assist

Living in Retirement

Jim (57) & Susan (55)

  • Retirement income for 35+ years
  • Establishing legacy for their children
  • Diversification of company stock holdings
  • Charitable gifting
View case study

Preparing for Retirement

Dan (48) & Elizabeth (49)

  • Debt reduction
  • Coordination of investment assets
  • Retirement goal feasibility analysis
  • Funding college for children
View case study

Beginning the Journey

Brett (27) & Mary (26)

  • College/Grad school and credit card debt reduction
  • Educational funding strategy for newborn
  • 401(k) plan investment guidance
View case study

Point of View

9040 TRYFON BLVD. A-104
Phone: 727-372-2530

101 Falls Park Drive Ste. 600
Greenville, SC 29601
Phone: 864-255-4548
Fax: 864-255-3390
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.