Team

Our team members have earned many professional credentials, including CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Analyst® certification, and Certified Investment Management Analyst® 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 always acting in the best interest of our clients, and hold ourselves to the highest standards of service, integrity and ethics.

Chief Operating Officer
Registered Representative

Registered Principal
Financial Advisor

Registered Principal
Financial Advisor

Financial Advisor

Financial Advisor

Office Manager
Registered Representative

Director of Client Service
Registered Representative

Client Service Associate
Registered Representative

Client Service Associate

Client Service Associate

Client Service Associate

Client Service Associate

Client Service Associate

Client Service Associate

*Accounting and tax preparation services are not affiliated with Raymond James Financial Services, Inc.