As a resident of the Miami area for about 20 years now, my goal each day is to partner with and counsel local families and businesses to help achieve their financial goals by designing customized financial strategies and delivering an ideal client experience. I believe this will help to make a difference in the lives of the individual people I get to work with and the community as a whole. My work is how I plan to make a difference, day by day, family by family. That will be my legacy.

There's nothing more important to me than understanding what's important to you. Only then can you and I work through our established process to build your personalized strategies and the specific actions needed to help achieve your financial goals. I'll continue to partner with you and your family throughout your life, revisiting your goals and risk tolerance, as well as the strategies we've developed to help keep you on track toward your goals.

There are a number of ways I can help you and your family achieve your financial goals including: basic financial organization and simplification, retirement planning, education savings, basic budgeting, saving or investing for a big purchase, insurance, tax free income, as well as work closely with you, your tax advisor, estate attorney and any other professionals to help determine the most appropriate financial strategy for you and your family.

I welcome you to contact me today so we can get to know one another better.

Focus areas

  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Divorce Finances

My Personal Interests

  • Basketball
  • Genealogy
  • Reading
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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