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Services Overview

I take a holistic approach when designing your financial plan, looking at all aspects of your life, financial and many non-financial. Together, we'll take a look at where you are, where you'd like to be, and identify any gaps that may exist. By getting to know you personally while taking an objective approach to investing, I consider all aspects of your life to create your one-of-a-kind plan. Through Raymond James, I have access to an extensive array of investment alternatives and services to complement your personal strategy.