“Our clients inspire me. They are extraordinarily successful individuals whose hearts are in the right place. They accomplish amazing things. Becoming a part of their vision, and helping them realize it, is incredibly exciting.”
- Master of Business Administration, Finance,
University of South Florida
- Bachelor of Arts, Journalism, University of Wisconsin
- Senior Investment Consultant, The Simon Group of
Robert W. Baird & Co.
- Financial Analyst, Private Capital Management, Inc.
- Executive Producer, Financial Programs,
WEDU-TV (PBS), Tampa, Florida
- Producer and Host, “Simon Says” on
Fox 13’s “Good Day Tampa Bay”
- Interviewer and Host, "Suncoast Business Forum,"
WEDU-TV, Tampa, Florida
Raymond James is not affiliated with any of the organizations listed above.