We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
MISSION STATEMENT
As a financial advisor, my mission is to help my clients and their families achieve financial independence. I provide comprehensive financial planning, prudent investment advice, and innovative strategies to help my clients achieve their financial objectives. I act with honesty, integrity, and a high ethical standard with the best interest of each client as my foremost priority. I strive for excellence in my career and continue to invest in my financial education. I am compelled to deliver the best, most professional, most knowledgeable service possible in such a manner that each client is proud to recommend me to their friends, relatives and business associates.
There is no one exactly like you. Raymond James financial advisors understand your financial needs are just as unique. That’s why we have the complete freedom to offer unbiased advice that’s right for you and your family. There’s a culture of independence here. One that’s focused on the individual.
FINANCIAL PLANNING
No two investors are alike. Your life keeps changing. The markets – and the world – continue to evolve. That’s why it’s important that you have a financial plan that is specifically designed to reflect your life, your goals and your personal legacy.
The best financial plan is one that’s specifically designed to help you manage issues like cash flow, retirement income, tax strategies and business succession planning. This kind of planning doesn't happen in a vacuum. One-size-fits-all approaches can’t provide the kind of personalized strategies you deserve.
A financial plan that’s personally focused is the best way we know to help you navigate an environment that’s increasingly complex and chaotic. And the quality of your financial plan depends upon the quality of your relationship with your advisor.
By devoting enough time to get to know you, by listening closely when you articulate your goals, your Raymond James advisor can understand your aspirations, determine your tolerance for risk and assess the complexities that affect your finances. Only then will your advisor review your assets, liabilities and income and begin to tailor your customized plan. Personal attention is our commitment to your success.
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.
