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.
We provide advice to our clients to help them sort out life’s major decisions, take advantage of available opportunities, and potentially avoid costly mistakes. We believe our clients benefit from an objective, unbiased approach to financial planning. Through Raymond James, we are able to offer comprehensive wealth management strategies, access to the industry-leading research, and cutting edge technology. We partner with our clients to craft a plan that is specific to their needs, implement this plan in a timely manner, and update it periodically as life happens.
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.