CERTIFIED FINANCIAL PLANNER™, RJFS Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Jackson/Roskelley Wealth Advisors and Raymond James Financial Services Advisors, Inc. Jackson/Roskelley 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”… Show more CERTIFIED FINANCIAL PLANNER™, RJFS Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Jackson/Roskelley Wealth Advisors and Raymond James Financial Services Advisors, Inc. Jackson/Roskelley 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.""Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Jackson/Roskelley Wealth Advisors and Raymond James Financial Services Advisors, Inc. Jackson/Roskelley 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." **Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S. Show less

• Oversee development and implementation of all financial planning and investment strategies for 200+ clients and over $100 million portfolio.• Integrate the management of investment functions with a client’s estate, tax, and charitable strategies

Certified Financial Planner Professional working with individuals and business owners create financial plans and investment strategies. Worked on a fee-basis to develop and implement plans.