

Focus Areas
- Retirement Savings Strategies
- Physicians
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Charitable Giving
- Estate & Legacy Strategies
Focus Areas
- Retirement Savings Strategies
- Physicians
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Charitable Giving
- Estate & Legacy Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Volunteering
- Traveling
- Sports Enthusiast
Team Members
Cathy SternSr. Branch Office Administrator
Eryn WhiteSr. Branch Office Administrator
Harrison VanDerNoordAssociate Financial Advisor Trainee
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:00PM |
| Tue | 08:30AM - 04:00PM |
| Wed | 08:30AM - 04:00PM |
| Thu | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(941) 751-7546Fax
(888) 253-6169Office Address
828 3rd Ave WestBradenton, FL 34205opens in a new window
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