In my 26 years of financial industry experience, I have always maintained the priority of putting the client first. A client-focused approach helps to ensure that my recommended plan encompasses my clients’ specific financial goals, time frames and risk tolerance.
Financial issues can be challenging to retirees when transitioning from asset accumulation to income generation. This often makes pre-retirement and retirement planning more complex and can create unique risks and opportunities. I take the time to get to know each client’s individual situation. Then I use a holistic, collaborative approach to create a comprehensive plan that addresses the situation and helps pursue the client’s investment and retirement goals.
My services include asset allocation, insurance, estate planning, legacy and retirement income planning. The latter includes pensions, Social Security, 401(k) analysis and required minimum distributions.
I received a BA in business administration from the University of Washington and an MBA from the University of Utah. I hold an Accredited Investment Fiduciary® designation along with securities licenses and life/disability insurance licenses.
Insurance products offered through Raymond James Insurance Group, Inc., an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
