I offer wealth advisory services to business owners, corporate retirement plans, and individuals. Clients receive personalized wealth planning and a disciplined asset management process. Competency and empathy are at the forefront of the attributes appreciated by clients. I proactively communicate on topics that may affect your lives. The client is at the forefront of the wealth planning process. The first step is understanding what is important to you. In-depth conversations build a picture of the unique financial circumstances and investment objectives, allowing me to create a customized financial plan and investment recommendations to help clients meet their goals.• Business succession planning• Estate planning• Charitable giving• Tax planning• Risk management and insurance protection• Retirement planning• Investment management• Social Security optimization• Education planningInvestment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPCAccrū Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.

Conducted initial and ongoing due diligence of investment managers and related products, including alternative investments, mutual funds, and separately managed accounts. My experience includes oversight of fixed income and equity asset classes.• Contributed to the management of multiple discretionary mutual fund model portfolios.• Helped advisors create financial solutions for clients.• Determined asset allocation and investment strategy implementation.• Conducted economic and market research.• Authored ad hoc investment perspectives related to timely investment topics.

Assisted Advisory Research Analyst in conducting research, analysis, and due diligence of investment management organizations.• Conducted research projects in collaboration with senior members of the team.• Completed the monthly/quarterly production cycle of several client-facing documents.• Led the re-development of several production materials.