Scottsdale, Arizona, United States
Based in Scottsdale, Arizona, I earned degrees in Accounting and International Business from Loyola University Maryland, where I also competed as a member of the NCAA Division I golf team. I hold my Series 7 and Series 66 licenses. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm
Knowing the best way to help people starts with knowing them well. I amplify my financial knowledge with a true understanding of the clients I serve – the ups, downs, dreams, pains, and goals that make up an entire life – so I can offer insightful advice.
Caretaker for Mother. Acquired firsthand insight into the value of thoughtful financial planning which ultimately led me to pursue this path professionally.
Directed planning and execution of an elite NCAA Division I men’s golf tournament, ensuring a high-quality competitive experience for nationally ranked programs.
Worked in coordination with the Director of Golf, the Board of Directors, and the Golf Committee.
Led accounting efforts for a design, develop, and manufacturing firm in the sports equipment industry. Clients included: Nike, Under Armour, Easton, Rawlings, Schutt