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StanCorp Investment Advisers of Tampa, Florida is an independent, fee-only advisory firm accepting compensation only from our clients. Because we accept fiduciary responsibility, we always act in our clients’ best interests—no exceptions.

You can have an advisor who is totally objective and uninfluenced by commissions or product sales and who is always sitting on your side of the table.

I am a CERTIFIED FINANCIAL PLANNER® professional, with real-world experience and expertise in a broad range of financial disciplines. I give personal, caring service. You don’t have to look any further to find the kind of advisor all the experts recommend, and the kind you want.

As I get to know you and your goals, understand your resources and learn what you want money to do for you, I will craft a financial plan, an investment strategy and portfolio unique to you. Your plan is unique because you are unique. Your success is our success and we will stay by your side as your life changes and evolves. Our client relationships tend to be long, rich and personal—for good reason.

Our Services at a Glance

• Comprehensive, holistic financial planning
• Investment management
• Estate planning
• Tax consulting
• College funding
• Cash flow planning
• Retirement planning

Find out more:

> Services
> Investment Strategies
> Why Choose Us