The factors that make me different are the following:
1. CONFIDENCE
Trust in a CPA* and CERTIFIED FINANCIAL PLANNER™ professional that serves you through a firm that has navigated numerous years of market cycles.
2. ACCESS
Raymond James comprises many of the top minds and most powerful resources in the world. The value to you is that you gain unparalleled entry to these resources.
3. FOCUS
My specialized services are designed exclusively for families, business owners, and other High Net Worth investors.
4. INSIGHT
With an in-depth perspective into the complex financial world, I offer strategies designed to meet all of your family’s needs.
5. PERSONAL SERVICE
The highest level of attention is always provided to you and your financial plan.
6. MY FOURFOLD PROCESS
My 4 steps process allows me to truly understand what you want to achieve. This foundation serves as the cornerstone to our trusted relationship together.
*Raymond James does not offer tax advice or services. You should discuss any tax or legal matters with the appropriate professional.
