My career has spanned a range of positions and market cycles, giving me the broad experience necessary to provide each one of my clients with sound financial planning and invaluable advice. Coming from a broad-based background in portfolio management, estate planning, insurance, and financial planning, I embrace a planning-based, consultative process. This process creates a specific plan for each client, molding each one to work in that unique situation and never assuming that tactics that have worked for other clients are applicable across the board. I work closely and personally with every client to determine their objectives, risk tolerance, liquidity requirements, time frame, and estate and family goals. I aim to simplify, making it accessible to my clients at all stages, so that the right decisions naturally fall into place. Mine is a position of advice and guidance, but one that works with the client to help find an appropriate solutiona process grounded in knowledge, judgment, and experience. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Guide Point Financial Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see Social Media Disclosure link in the Contact Info section. 