Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Charitable Giving, Retirement Strategies
I am a Miami Native and have lived here all my life. Growing up and seeing how we have become a One World attracted community makes me very proud and I am committed to making South Florida better through helping one person and one company at a time.
With many years of experience, I can provide comprehensive financial strategies that range from the perspective of a business owner and son who took care of his elderly parents in their time of greatest need; to becoming a Financial Adviser - Financial Planner, molded by these experiences, who Serves and Protects Clients as I Would My Parents. As such my Mission Statement has always been: "Protecting Our Client's Best Interests."
My goal in working with families and businesses, is to build their financial freedom, through a combination of experience, professionalism and access to a wide variety of products and services that can help to meet the financial goals, estate strategies, and insurance needs of my clients.
When I am not providing Financial Strategies for my clients, I am generally out grocery shopping for those special ingredients and cooking up master Paleo dinners and meals for our family.
If you want to discuss recipes or how we can partner to make you and your business more financially secure let me know. Let's grab a virtual cup of coffee and begin this journey together. Feel free to call, email or, connect with me on LinkedIn.
University of Florida
Traveling Road Trips
Watching Tennis Matches
Check the background of this investment professional on FINRA’s BrokerCheck
1221 Brickell Avenue Suite 300
Miami, FL 33131