As a financial advisor with the CERTIFIED FINANCIAL PLANNER™ designation, I have dedicated my career to helping families and business owners build, manage, preserve and transfer wealth. No matter what investment decisions you are facing today, we can provide transparent, ethical guidance to help map your financial future with a higher level of predictability.
We help clients navigate the complexity of IRA, retirement plan, annuity, separation-from-service and pension options. We help business owners implement qualified retirement plans, fund executive compensation plans and invest business sale proceeds.
Our advice, informed by the financial planning process, typically involves building appropriate, balanced investment portfolios; creating risk-management (insurance) strategies; providing liability management; and monitoring business, trust and estate transfer plans.
When it comes to your money, there is no substitute for a carefully considered, disciplined investment approach. We try every day to get that right, putting clients first and foremost in all of our decisions.
I am proud of our affiliation with Legacy Private Wealth Partners and Raymond James Financial Services, and it is my privilege to serve you.
In my off time, I enjoy landscaping, surfing the news and good coffee.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.