Your Partner in Financial Services
So many great experiences in life start with a goal, and it is no less true with investing and financial planning. I get to know you by learning about your hopes and concerns, and this remains the first item of discussion at every client meeting. So whether your goal is achieving financial security, traveling the world, funding college for grandchildren, building your own business, or retiring early, it all starts with defining what you want your money to do for you.
I also believe an integral component of a successful relationship with me is strong communication and understanding. I love to hear stories about your first memory of money, how you learned about it and who taught you and influenced how you feel about saving, investing, and financial security and independence. These nuggets help me understand you so I can provide on-point education and assurance about meeting your goals throughout market fluctuations and life changes.
You have power over your mind – not outside events. Realize this, and you will find strength.
Where You May See Me Around Town
Walking my dogs, labs named Sally and Finn, all over town and at area dog parks, endlessly trying to tire them out.
My Colleagues Describe Me As
Problem Solver, Logical, and Understanding
Licenses, Designations, and Memberships
Background and Education
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.