Closely connected to you and your life
We have a large team made up of many experienced financial professionals. Each brings their own insight, experience and perspective to the very important job of serving your financial planning needs.
Members of our team hold professional designations such as Chartered Financial Analyst®, Chartered Retirement Plans Specialist®, Accredited Asset Management Specialist℠ and Certified Public Accountant, giving them added experience in evaluating and making recommendations for you.
We work together as a total team, meaning that any one of us can step in and assist you with questions or needs you may have, with knowledge of your situation and plan. We are always willing to go the extra mile for you.
We want you to feel comfortable calling or coming by our office anytime, even without an appointment. We’re always glad to see you.
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.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
