Since 1995, individuals and business professionals have chosen to work with me because I am passionate, dedicated and committed to serving others. What that means is that I deeply care about my clients as individuals and strive to go beyond the ordinary to help them create significance in their lives. My planning emphasis can help to educate, organize and prepare my clients to leverage the latest wealth preservation and investment planning concepts, tactics and strategies. I take a genuine interest in helping them identify what it is that they really care about and then with clarity and confidence they can fulfill their lifes goals and dreams The real benefit is the peace of mind knowing that you have a plan in place for those that you care about the most. I am open to conversations with people who could benefit from a professional relationship. Connect with me if you want to take the next step in your financial journey. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisory, Inc. Beyond Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section. 