Why Constellation Wealth Services?

We help you navigate your wealth. We put the needs of our clients first and work with integrity. If you don’t have trust, you have nothing.

One of my goals in starting this company, after working as an employee at Edward Jones and Morgan Stanley, was to invite my sons into this venture. Their energy and enthusiasm for life keeps me young and smiling! They have watched Kandice, and I build friendships and clients for almost two decades. It has been intensely rewarding in a really enriching way. 

Additionally, we chose to associate with Raymond James because we believe the firm is also dedicated to your best interests. 

Goals-based approach 

In 2003, I began building the foundation for what has become a lifelong joy of service to others in this career. I have developed steps that help you to align your strategy with your goals rather than some arbitrary benchmark. The result is a goals-based approach to planning your future. I will explain to you in simple terms what we do, and how we can help, learn your story and how you got to be where you are. I love to ask questions and am curious even more about what is important to you and your future, your lifestyle, your interests and pursuits.

We want to offer the best thinking, recommendations and solutions available for your financial situation, and after some conversation, we can decide mutually, if we can work together.