An experienced advisory team
living in the heart of Florida.


“If you want to have wealth, practice saving as well as spending.”
– Ben Franklin


Located in the heart of central Florida, Lakeland offers enviable weather and proximity to world-renowned theme parks, and is within driving distance of Florida’s beautiful east and west coast beaches. Like others who choose to call Lakeland home for these and many other wonderful reasons, we love living here, too.

But most of all, we’re proud to provide our clients, friends and neighbors with experienced financial guidance to help them plan and pursue their goals of today and those of tomorrow. With decades of service to draw upon for insight, wisdom and guidance, and the vast resources of Raymond James at our disposal, we’re ready to help you with your financial needs, too – including personalized wealth management strategies, investment management, individual retirement planning and more.