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Pursuing your financial goals with experienced guidance

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and I’m here to help you, too. We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

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Our Team

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Tracy Silpe headshot
Tracy L. Silpe, CFP®
Certified Financial Planner™ Branch Manager
Douglas Frevert headshot
Douglas Frevert, CFP®
Certified Financial Planner™ Financial Advisor
Allyn Holt
Registered Representative

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED Guidance

Unique solutions for business owners and entrepreneurs.
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A pragmatic approach to wealth management
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Nurturing wealth so you can live a longer, better life.
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Understanding the challenges women face and how to help.
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Do what you can, with what you have, where you are.
Theodore Roosevelt

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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 your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Sabal Palm Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.

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