A multigenerational perspective for seeing further

At our practice, you'll not only find an accomplished father-daughter team, but a collaboration of two financial professionals who share their cumulative knowledge and complementary perspectives.

With a succession plan firmly in place comes the comfort of knowing that a trusted advisor who knows you as a person and as an investor will be there for you, now and for years to come.

We are proud to be affiliated with Raymond James, one of America's largest independent financial firms. Its unique culture of independence gives us the freedom to make investment decisions that are solely in your best interest.

Founded in 1971, we are a well-established family business serving families and businesses – and we welcome the opportunity to serve yours.

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Meet our Financial Team

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.