Specialties
About Me
I am a financial planning consultant and investment advisor on a team of five.
I am a graduate of Miami University, and have securities licenses 7 and 66. I also hold the RICP - Retirement Income Certified Professional designation. I specialize in helping clients navigate the financial shift into retirement with confidence. Our practice is full service and our goal is to develop meaningful relationships with our clients and take a holistic approach to your financial future.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Raymond James financial advisors may only conduct business with residents of the states /jurisdictions for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all investments and services mentioned are available in every state. Investors outside the US are subject to securities and tax regulations within their applicable jurisdictions that are not addressed here.