COMPREHENSIVE, TRUSTED, PERSONALIZED

I am dedicated to helping my clients plan for their future by delivering ethical common-sense advice to the complex world of wealth management and prudent investment strategies.

I am a Certified Financial Planner, CFP® and Independent Investment Advisor Representative with Raymond James. I truly value my client relationships and strive to help achieve their financial goals and objectives. Wealth Management is more than just investments and I’m committed to understanding your unique needs so you can accomplish the objectives that are important to you. Whether you are a new or long-time investor, I can provide personalized financial strategies to grow wealth, reach specific financial goals, protect assets and plan for retirement. I offer a wide variety of services, products and resources that help meet your investment needs.