My goal is to make a true connection with my clients. A connection whereby clients feel motivated and confident to share where it is they are coming from. A connection that enables us to employ my extensive experience and the vast resources of Raymond James to get you where you want to go.
We'll spend time getting to know you so your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. My approach to investing is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I'll thoroughly explain the investment strategies I recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. My mission is to help my clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
I am fortunate to work in a business I love with families I enjoy and care for. Thank you for making a connection.
Implications of Increased Interest Rates
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.