We are here to serve you

For us, “Client First” is more than a slogan. It is foundational to our culture and to that of Raymond James. We are deliberate and passionate about our servicing standards. Our guiding principles are authenticity, kindness, generosity and gratitude. As a team, we are highly collaborative in our processes and workplace functions. We intentionally cultivate a workplace filled with laughter and joy, where we welcome and serve our clients.

We are “down to earth” and somewhat “old school” with respect to communication and client relationships. While we have the latest technology at our fingertips, we still enjoy making phone calls, sending letters with real postage stamps, and welcoming you to our office to visit over coffee.

We won’t talk over your head.

We specialize in bringing complex financial concepts within reach. We consider it our responsibility to help you understand your financial picture. If we haven’t answered your questions in a way that you can understand, we haven’t done our job.

We are comprehensive and helpful in our approach.

We don’t just invest your money, we offer assistance with all aspects of your financial life – from helping you prepare and plan for a comfortable retirement to building a legacy for your loved ones.

We are stewards and apply a fiduciary standard throughout the financial planning engagement.

A steward is one who is entrusted with something that belongs to another to care for it as if it were his or her own. A fiduciary oversees client assets with the client’s best interests in mind. It is both a legal and ethical standard. We follow a fiduciary standard throughout the financial planning engagement. As such, we will place your interests ahead of our own when providing professional services.

We take our client relationships seriously and diligently seek to oversee and administer all aspects of those relationships with care. We abide by the Golden Rule: We make every effort to treat you as we wish to be treated ourselves.