PROFESSIONAL PROFILE
As a Financial Advisor, I partner with a select group of highly successful individuals, families and corporations in developing and implementing customized strategies to manage their wealth.
Our team process encompasses five distinct disciplines that our collective experience shows us is necessary for our client's success. The services are aligned with the interests of our clients through fee-based compensation, versus commission, and allows our strategies to go beyond the single dimension of investments.
I hold the Series 7,31,63,66 and Health, Life, & Variable Annuity Licenses. I am the recipient of the CERTIFIED FINANCIAL PLANNERTM certification awarded by the Certified Financial Planner Board of Standards, Inc. I am also a Chartered Retirement Planning CounselorSM. In addition, I am an active member of the FINRA Dispute Resolution Board of Arbitrators acting as a non-public industry arbitrator.
As an active member of the community, I am a participating member of both the Greater Fort Lauderdale Chamber of Commerce and the Plantation Chamber of Commerce, Business Network International (BNI), and involved with numerous charitable and civic organizations.
Our clients entrust their financial future with us. Our training allows us to accept this responsibility. Our personal integrity, reputation and heart earn it.