General Info

I help clients who seek growth and preservation of their assets, as well as in the creation of sustainable retirement income. As a Veteran of the Armed Forces, I communicate in terms of planning strategies and disciplines. In the same context, I assist individuals going through transitions such as Divorce, Marriage, Retirement or Job Change and Companies that are Downsizing or Growing their Workforces, or positioning to be sold or be taken public. [Raymond James & Associates, Inc., member New York Stock Exchange/SIPC]