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Coastal Wealth - Fort Lauderdale

1000 Corporate Drive, Suite 700
Fort Lauderdale, FL 33334

Professional Story

I am dedicated to making a difference in people's lives by providing total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefits and retention services, business continuation strategies, and trust services. 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. 

Education

La Salle University (2015-2019), University of Vermont Grossman School of Business (2022-2023)

Hobbies

Reading, hiking, music, photography, yoga, traveling

Community Involvement

Youth field hockey coach


Languages: English


Credentials: CLU®


Specialties:Insurance Strategies