Individual Solutions from an Independent Advisor

As a CERTIFIED FINANCIAL PLANNER practitioner, I specialize in working with highly successful professionals, executives and entrepreneurs. In today’s dynamic world, people find themselves with ever-expanding responsibilities, balancing their business, family, and personal lives and as a result, fail to develop an effective financial plan. While most have existing advisors, they all too often resort to a fragmented approach rather than a plan that is measurable and coordinated.

Three Things You Should Know

There are many things that distinguish my practice from that of other advisors, and I believe that expertise, support and implementation are key examples.

  • Expertise
    I work with successful individuals helping them coordinate all aspects of their planning so they can make appropriate measured decisions. As a CERTIFIED FINANCIAL PLANNER practitioner, I have the knowledge, experience and inclination to offer you a plan that considers all aspects of your finances – not just one particular product or service.

  • Support
    As an independent advisor of Raymond James Financial Services I am supported by a team of in-house professionals second to none in the industry today. The results are a demonstration of the very high level of service we strive to achieve.

  • Implementation
    I have the ability and the resources to implement each of the recommendations made, so that you can ensure your plan is carried out effectively and as intended. And, because of my affiliation as an independent branch, I maintain the objectivity necessary to make recommendations that truly suit your individual needs.

My Planning Process

The focus of my work depends on your specific interest and need, but regardless of the situation, I follow the same process consistently.

I begin by working with you to gather family and financial data. Next, I fully analyze and carefully evaluate your situation. Then, based on the goals, objectives and assumptions we have established together - I identify the potential problems and solutions available to you. I have the ability and the resources to implement each of the recommendations made. And because of my affiliation as an independent branch, I maintain the level of objectivity necessary to truly meet your individual needs.

In order to determine whether my services may be beneficial to you I personally invite you to contact me to learn more.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.