Albert is a CERTIFIED FINANCIAL PLANNER™ professional and has been a member of the Raymond James family since 2015. He holds a bachelor’s and master’s degree from Purdue University. Albert personally advises clients on their investment management and financial planning needs, especially as they approach and live throughout retirement. With a philosophy of sitting down and getting to know his clients, understanding their individual needs, and having regular reviews, Albert provides his clients personalized, cost-effective investment and asset allocation solutions. He specializes in assisting medium – and high-net-worth individuals with portfolio design and management, risk management, retirement planning, and overall comprehensive financial planning.
Albert is on the board of directors for Hilltop Neighborhood House. He lives in Valparaiso with his wife Kirstyn and two children Genevieve & Theodore.
Raymond James is not affiliated with any of the organizations listed above. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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