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Specialties
As a financial advisor, it is my goal to offer clients a comprehensive approach to financial planning. From 401ks to mutual funds I am here to help. Call me today for a consultation!
*Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
History
Established in 2002.
Southwestern Investment Group was established in 2002 with the ideal of helping good people enhance their lives through prudent and well reasoned financial guidance.
We offer a comprehensive approach to financial planning to cover all the moments and milestones of your life. Our experienced team of financial professionals, including many Certified Financial Planner practitioners, collaborates to address the financial matters most important to you.
*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