My motivation to learn everything I could about financial planning started with a desire to be a trusted advisor to those closest to me. This passion led me to a career in the financial services industry, where I focus on developing personalized, holistic solutions through comprehensive financial planning. I recognize the value of uncovering what is important to the families I serve: a strategy designed to manage their wealth and to help them pursue their life, family, and financial goals. I am also a Raymond James Longevity Advisory Board (LAB) member. LAB is an invitation-only committee providing a space for my colleagues and I to represent financial advisors and branch professionals and provide feedback on Longevity Planning initiatives, impacting the creation of useful resources for all financial advisors and their clients. Board members are chosen based on their focus on retirement and longevity planning. 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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC 