Specialties
About Me
As a registered principal and financial advisor with Raymond James, I have over 30 years of experience in providing comprehensive financial services to individuals, families, and businesses.
I hold the AEP®, ChFC®, and RICP® designations and certifications, and I have completed my Master of Science in Financial Planning with a concentration in Retirement Planning. My mission is to help my clients achieve their financial goals, aspirations, and needs through personalized financial planning based on their risk tolerance, time horizon, and values. I apply my investment management expertise and consultative approach to tailor the best solutions for each client, and I collaborate with other professional advisors, such as CPAs and attorneys, to ensure harmony with all aspects of their lives. I am proud to serve generations of clients with integrity, trust, and dedication.
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Interests & Hobbies
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Always free for clients.
Credentials
MSFP, AEP® • ChFC® • RICP® • AAMS®
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 and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Hoolihan Financial, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. © 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use