Our business is about two things – you and your financial well-being.
At the heart of every financial plan is a person like you, so that’s where we put our focus. After all, it’s your investments we’re striving to preserve your goals we’re building toward. It only makes sense, and is only right, that you be at the center of each recommendation we make.
Like you, we are proud to call Kenosha home. Our clients are our friends and neighbors, and we pride ourselves on bringing them all the resources and access of a Wall Street firm, but with a decidedly hometown approach.
Welcome to the Kenosha Branch of Raymond James, where we put you exactly where you belong – first.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.