As a CERTIFIED FINANCIAL PLANNER™ professional, I know first hand how markets, selecting investments, and every day financial decision making can be stressful, time consuming, and frankly, nerve-racking at times.
I specialize in consolidating the resources my clients need to simplify their financial lives. I approach each client mindful of their unique concerns and challenges they face in preserving and growing their wealth.
My primary goal is to first fully understand you, your family, what is important to you, and what keeps you up at night. Only then can we partner together to deploy the full global resources of Raymond James Financial Services to design a strategy that is right for you. My fiduciary duty to my clients is not taken lightly and is fulfilled by systematic and ongoing portfolio due diligence, but more importantly, by staying current with their personal and financial goals.
I have extensive experience in a wide range
of wealth management:
Portfolio and Risk Management
Tax Efficiency
Cash Management
Retirement Planning / Income Planning
Lending Based Solutions
Trust and Estate Services
Small Business Services
Life / Long Term Care Insurance
Concentrated and Restrictive Stock Strategies
If you are looking for professional guidance, a second look at your current strategy, or just getting started in the investment world, I invite you to schedule an introduction meeting with me by entering your information below
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Education
About Me
I am a Pittsburgh native and a die hard Steelers fan with a genuine passion for teaching and helping others. When i’m not in the office, I love exercising, playing golf, watching thrillers and spending time with my family. I live in Lake Nona with my wife Samantha and our lab, Nelly.
