Experience

The Clarus Group, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • 2016 - Present

• Partner CERTIFIED FINANCIAL PLANNER ™

  • Jun 2012 - Present



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• CERTIFIED FINANCIAL PLANNER™

  • Sep 2001 - Present

  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/SIPCClarus Wealth Group, Inc.is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.