Accountant / CPA
As a financial advisor, my mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, I combine my experience in the financial services industry with quality investment alternatives and the latest information and technology available.
I strive to present information in a straightforward, understandable manner so that together with my clients, we can determine the most appropriate options available for their portfolios. I constantly consider changes in both the marketplace and in my clients' needs, making necessary adjustments to help them.
Your Rights as a Client:
* Courteous service
* A trustworthy and competent financial advisor
* Suitable recommendations
* Timely transactions at the best available prices
* Full disclosure of costs and risks
* Clear communications
* Comprehensive statements and trade confirmations
* Prompt error and complaint resolution
* Strict confidentiality
Investment advisory services offered though Raymond James Financial Services Advisors, Inc.
- Courteous service
- Full disclosure of costs and risks
- Clear communications
- A trustworthy and competent financial advisor
- Over 20 years of servicing clients in the Denison area