With an analytical mind and a background in management consulting, I lead financial planning and strategies development for The Starner Group of Raymond James. Since 2007, I’ve been a part of a team that takes an all-encompassing approach to wealth management, collaborating with clients’ attorneys, accountants and other advisors to get a big-picture perspective.
Thanks to my lifelong love of learning, I’m a Certified Financial Planner™ professional and hold a level 1 insurance certification from the Insurance Institute of America. My in-depth insurance expertise has led to numerous opportunities to engage with the news media. I’m also one of 20 financial advisors nationwide to serve on the Insured Retirement Institute (IRI) Advisor Advisory Council, an invitation-only council that provides input to the financial services industry on initiatives that impact financial advisors and their clients. I completed my bachelor’s degree in English at the University of Chicago and studied management consulting at Northwestern University’s Kellogg Graduate School of Management.
I’m a big believer in spending quality time with family and I’m the proud father of two children who have inherited my passion for roller coasters.
IN THE NEWS
I’ve had the honor of being quoted in leading publications, including:
MEMBERSHIPS + BOARDS
- Financial Planning Association member
- Insured Retirement Institute (IRI) Advisor Advisory Council member
- Whiting Woods Property Association board member
- Theatre Company board member
- Certified Financial Planner™ professional
- This is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
- Level 1 insurance certification, Insurance Institute of America
This credential was gained by demonstrating sophisticated knowledge of the insurance market and supports the process of managing clients’ risks.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with any of the companies mentioned.