Schedule your 15 minute discovery call designed to give our team a general picture of your financial situation and goals. This information allows us to select an advisor to best fit your needs. Please be prepared to share basic financial information such as income and assets. This information is necessary to assess your situation and help us determine if we can provide value to you.

We are looking forward to our call!
Meet The
Independent Financial Team:
CFP®, Financial Advisor
CFA, CDFA™, Financial Advisor
Vice President of IFS,
Branch Manager RJFS
AAMS®, Financial Advisor RJFS,
Portfolio Technician IFS
Service Advisor,
Communications Specialist
Marketing Coordinator,
Administrative Assistant
Contact Info

20635 Amberfield Drive, Suite 102 Land O' Lakes, FL 34638


p. 813.908.2701
tf. 888.811.1817
f. 813.909.0626


Disclaimer - 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.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC | Privacy Policy. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not deposits or obligations of the bank, not insured by the FDIC, bank insurance, or any other government agency, not guaranteed by First National Bank of Pasco, and are subject to risks, including the possible loss of principal. Independent Financial Services and First National Bank of Pasco are not registered broker/dealer(s) and are independent of Raymond James Financial Services, Inc., member FINRA / SIPC.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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