My faith and family are the center of life, which has allowed me to build my business by treating clients just as I want to be treated. A simple rule, that still make sense in a complex industry and marketplace.
My approach to the financial planning process centers around developing a strategy-based financial plan tailored to your individual goals. I work to establish and maintain a meaningful personal relationship with you and develop strategies based on a deep understanding of your unique financial needs.
My primary objective is to help you develop a strategy geared toward your long-term goals. Whether you need to save for a child's college education, mitigate taxes or plan for retirement, I work closely with your CPA, attorney, and other professionals to determine the most appropriate financial strategy for you, your family, or business.
Raymond James does not provide tax or accounting services.
