We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
“The essence of investment management is the management of RISKS, not the management of RETURNS. Well-managed portfolios start with this precept.” –Benjamin Graham
As a financial advisor with Raymond James, I enjoy working in an independent environment that encourages me to always do what is best for my clients. I believe that honesty and integrity are the most important characteristics that any advisor can have and I strive to uphold my strong moral convictions.
Strong relationships are also important to me, whether a client is new or someone I have worked with for a number of years. That’s one of the reasons I chose to affiliate with Raymond James. The firm understands and supports my practice, not only by providing quality investment alternatives and outstanding service, but by respecting the relationships I have with my clients.
With more than 20 years of experience in the financial services industry, I strive to advise my clients on a broad range of financial planning issues that include investment planning, portfolio and risk management, income and estate tax, and retirement planning. My mission is to help my clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
My philosophy regarding investment management is based on establishing an investment time horizon and then focusing on risk as the foremost variable to consider when creating a financial plan. I tend to be more contrarian and avoid fads, excesses, and speculation.
I earned my Bachelor of Science degree from the College of Charleston. I am also a CERTIFIED FINANCIAL PLANNER™ professional and currently holds the Series 7, 8, 63, 65 and insurance licenses.
I am a native of Jacksonville, Florida where I currently reside with my wife Lori and two children, Reese and Finley Cate. A strong supporter of the community, I currently serve on the boards of both the Muscular Dystrophy Association and the 200 Club. The 200 Club is a charitable organization for the purpose of providing immediate financial assistance and support to families of police, fire & rescue, the Florida Highway Patrol, and the FBI in the event of death or serious injury in the line of duty. In my spare time I enjoy fishing, hunting, and golf.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.