Our Team
Client CenteredWhether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.Our team of professionals have years of experience in the financial services industry to help you address your needs of today and for many years to come. We look forward to working with you.
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Virtual Meetings
Virtual Meetings
My Process
Everyone has curves in their personal journey but it is my mission to adapt to the roadblocks ensuring safe travels to their desired goals, staying with you every step of the way. This disciplined approach acts as your road map to help you through the financial planning process and prepare for the road ahead.
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
UNF Retirement and Estate Planning Seminar
Fundamentals of Retirement & Estate Planning Workshop
Read more about our upcoming educational seminars held at the University of North Florida.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 27, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.