Serving you with wisdom and insight

Though our clients come from varied backgrounds, they all enjoy a strong connection with our team. We nurture this relationship through each conversation, bringing to life the landscape of each client’s financial life.

We build trust through putting our knowledge to work for you. Our familiarity with local corporate benefit programs helps us make prudent decisions when it comes to our clients’ financial futures, with the ultimate goal of helping them enjoy a confident retirement. And our experience with the distinct financial needs of executives and attorneys helps us tailor advice to their objectives.

Our clients include:

Long ago, people used peeled birch bark to record and solidify insights – similar to what happens when you write goals as part of a financial plan.

Begin your journey at Birch Run. We welcome the chance to guide you.

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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.

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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.