Your goals, your future, my commitment.
My passion is helping others understand and obtain financial security. This is why I am an active member of Junior Achievement. I feel every child and adult should be allowed the tools and resources to achieve financial freedom and a dignified retirement.
As your financial planner I design a portfolio that focuses on, the Knowables, tax mitigation, probate mitigation (trust and estate), and lasting growth (retirement). I build this plan around your goals, tailor made for you. I build into your plan the right amount of risk for the right amount of reward, consistently.
I will do all this and more including keeping a smile on your face every time we talk. You will have a good time going through your financial plan and feel a weight lifted knowing you have a map in place to achieve your goals. My goal is that you enjoy building your financial future with me.
As a father of three amazing girls I know the commitment we all must foster to build a society of compassionate, thinking adults. I found in my financial career that there were way too many adults with out the tools and resources to achieve financial stability. This is where my love affair with financial planning began.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm.
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