Team
Our team members have earned many professional credentials, including CERTIFIED FINANCIAL PLANNER® certification, Chartered Financial Analyst CFP® certification, and Certified Public Accountant. We put our financial knowledge and capabilities to work every day addressing the essential financial matters of our clients, from managing and preserving wealth to leaving a legacy. Above all, we have built our practice and reputation on acting in the best interest of our clients, and hold ourselves to the highest standards of service, integrity and ethics.
*Accounting and tax preparation services are not affiliated with Raymond James Financial Services, Inc.
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.
