Focus: Insurance Strategies, Investment Strategies, Business Owners, Special Care, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Knowledge is the key to a successful financial future. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
Masters of Business Administration – Nova Southeastern University (2010-2012)
Bachelors in Management Information Systems – Florida Atlantic University (2000-2004)
Health & Fitness
Affiliations & Memberships
Member of the National Black MBA Association
Urban League of Broward County
Check the background of this investment professional on FINRA’s BrokerCheck
1000 Corporate Dr #700
Fort Lauderdale, FL 33334