As a CERTIFIED FINANCIAL PLANNER™, I know first-hand how markets, selecting investments, and every day financial decision making can be stressful, time consuming, and frankly, nerve-racking at times.
I specialize in consolidating the resources my clients need to simplify their financial lives. I approach each client mindful of their unique concerns and challenges they face in preserving and growing their wealth.
My primary goal is to first fully understand you, your family, what is important to you, and what keeps you up at night. Only then can we partner together to deploy the full global resources of Raymond James Financial Services to design a strategy that is right for you. My fiduciary duty to my clients is not taken lightly and is fulfilled by systematic and ongoing portfolio due diligence, but more importantly, by staying current with their personal and financial goals.