Our Team

John M. Phillips, RJFS
James L. McCurdy, RFJS
Sean R. Dolan, RJFS
Todd S. Dellinger, CFP®
Colby Masterson, RJFS
Matthew Frey, RJFS


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James Financial Services Advisors Offering Investment Advisory Services to:

Individuals • Not-for-Profits • Small Businesses

Focused on Your Future