I am committed to exceptional service—helping members build an investment portfolio according to risk tolerance and individual needs. Providing deeper connections and flexibility is the key to our success.
When it comes to investing, it’s essential to establish a collaborative and strategic plan. This approach creates an opportunity to achieve your goals while considering what is most important to you and your family, and aligns with your values and beliefs. Understanding your current spending habits along with your immediate, short- and long-term goals—and how your finances change over time—is crucial to developing an effective investment strategy. Together we’ll discuss and define details of your goals and we’ll monitor progress of your plan relative to your unique financial objectives.
I am relationship-driven and value open communication. I devote time according to the depth and complexity of your need—ensuring you get answers to all of your questions. I have an unwavering commitment to staying in contact and keeping your investments on track, while following our agreed upon financial planning roadmap.
I am driven by supporting our community, our schools, and enabling everyone the opportunity to plan for their future.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
You can review the background of Raymond James and each OnPoint registered investment professional on FINRA’s BrokerCheck.