As the financial world becomes more complex and investment choices multiply, careful planning becomes ever more important to helping you achieve your financial goals. As a Financial Advisor, my role is to work with you to help you develop a plan that lays out a clear path to your goals-a plan that I develop in collaboration with you, and one that you can follow with confidence in the face of the market's ups and downs.Individual Clients & Family's: I provide customized wealth management services for my clients.* Wealth Management Strategies* Investment Management* Retirment Plannning* Education Planning* Estate Planning ServicesCorporate Clients: I work very closely with company's in designing and executing their employee benefits plans:* 401k & Profit Sharing Plans* Executive Benefit Plans* Qualified & Non-Qualified Plan StrategiesPrior Raymond James:* Merrill Lynch Resident Director & Senior Financial Advisor 2013-2022* Morgan Stanley Branch Manager & Financial Advisor 1999-2013* RBC Dain Rauscher Financial Advisor 1996-1999Prior to joining the Financial Services Industry I spent 6 years in the National Football League, NFL.* Dallas Cowboys 1988* New York Jets 1989* San Francisco 49ers 1990, 1991* Green Bay Packers 1992, 1993*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm