Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
University of Florida, BS (2002-2006)
University of Florida, Masters in Accounting (2006-2007)
Florida International University College of Law (2010-2013)
Affiliations & Memberships
Florida Bar, Florida Board of Accountancy
Member of Financial Industry Regulatory Authority, Inc. (FINRA)
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- Business Succession Planning
- Financial Education
- Risk Management Strategies
- Estate Planning
- College Funding Strategies
- Group Benefits
- Charitable Giving
- Student Loan Refinancing
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Chad’s Licenses and Disclosures