Years of Experience, Thoughtful & Professional
Committed to You and Your Family

Our team members have more than 200 years of combined financial industry experience and have earned many professional credentials, including CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, Certified Investment Management Analyst, Certified Public Accountant and Ph.D. They put their 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.

CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.

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