As an independent contractor for Raymond James, I leverage the home office support staff of nearly 2000 individuals to provide comprehensive investment management services to an ever growing lists of wealthy individuals, trusts and a charitable foundation. In the role of Financial Advisor, my goal is to provide the best possible solution for each client's unique financial planning needs. As an investment manager, I seek to provide appropriate benchmark beating returns by using dynamic asset allocation models, intelligent investment selection, as well as utilizing derivatives and negatively correlated assets to help manage portfolio risk and volatility.

The office is located at 617 West Main Street in Aspen, across from The Hickory House. Visitors are welcome during normal business hours. Stop by for a friendly cup of coffee. Let's discuss your particular needs and how my services can help you reach your financial goals. I will provide an initial consultation free of charge. Please contact me to answer any questions you have.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.