

Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
Personal Interests
- Fishing
- Music
- Pets
- Outdoor Enthusiast
- Walking
Team Members
Christine JeffriesSr. Branch Office AdministratorMBA, FPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sun | Closed |
Phone
(941) 870-2862Fax
(844) 800-0928Office Address
3040 University PkwySarasota, FL 34243opens in a new window
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