Working With Us

Applying insight to the road ahead.

Chances are, your goals for the future have a place in your past. Maybe it was a family vacation that left you imagining summers at a second home on the coast. Or it could have been a longtime mentor who inspired you to use success for the greater good. That’s why it’s important for us to know about these people, places or events in the past to understand the vital role they play in where you want to go in the future. By doing so, we’re able to match financial expertise with personal insight to help you get there.

As financial advisors, we help our clients define and pursue unique, short- and long-term financial goals by getting to know them as well as we know our discipline. Here, the relationships we build are as important to our clients' ultimate success as the skill and experience of our team. or questions arise.

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Investment Philosophy

We are professional advisors whose mission is to provide clients with a conservative approach to preserving and growing wealth through the considerable expertise of our team and the proven strength of Raymond James.
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Portfolio Construction

We are the builders and the managers of our clients’ portfolios. And each portfolio we build is designed exclusively for a specific investor, based on that person’s individual goals and level of comfort with risk.
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Investment Strategies

Our team uses multiple investment strategies that follow the common theme of transparency – you will know what securities you own and why you own them.
“Want to know where someone is headed in the future? Start with a peek at their past.”

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