Orlando, FL 32804
CERTIFIED FINANCIAL PLANNER™
As a CERTIFIED FINANCIAL PLANNER™, I know first hand how markets, selecting investments, and every day financial decision making can be stressful, time consuming, and frankly, nerve-racking at times.
I specialize in consolidating the resources my clients need to simplify their financial lives. I approach each client mindful of their unique concerns and challenges they face in preserving and growing their wealth.
My primary goal is to first fully understand you, your family, what is important to you, and what keeps you up at night. Only then can we partner together to deploy the full global resources of Raymond James Financial Services to design a strategy that is right for you. My fiduciary duty to my clients is not taken lightly and is fulfilled by systematic and ongoing portfolio due diligence, but more importantly, by staying current with their personal and financial goals.
I have extensive experience in a wide range of wealth management:
If you are looking for professional guidance, a second look at your current strategy, or just getting started in the investment world, I invite you to schedule an introduction meeting with me by entering your information below
Education
About Me
I am a Pittsburgh native and a die hard Steelers fan with a genuine passion for teaching and helping others. When i’m not in the office, I love exercising, playing golf, watching thrillers and spending time with my family. I live in Lake Nona with my wife Samantha and our lab, Nelly.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Keiron Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
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.
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