About Us

Working With Us

We are committed to your financial future.   We will work hard to earn your trust and confidence and, more importantly, keep it.

To help fulfill your vision, we...

...take the time.

We will take time to ask, listen and understand your financial needs and goals.  We want to get a clear picture of your financial vision.  We believe that in order for you to make the best financial decisions, we need a comprehensive understanding of your financial situation and a shared understanding of what’s important to you.

...explain our recommendations.

With our education process we will help you understand your options so you can feel confident in making wise financial choices.

...work closely with your other advisors.

We will proactively communicate with you and your other advisors about your financial plan.

...monitor your plan regularly.

We will monitor your financial plan and investment portfolio regularly and recommend appropriate changes and ideas as appropriate.  This includes meeting or talking with you for periodic updates and encouraging you as needed to follow up on recommendations.

...are backed by Raymond James Financial Services.

We have access to the vast resources of Raymond James to help meet your range of financial needs.  Our philosophies go hand in hand as we both place the client above all else.