Managing Partner & Wealth Management Advisor
With over 17 years as a wealth planner, I take a comprehensive approach to investment and wealth management. I position myself as being an advisor that takes care of each and every one of my client's financial needs, from portfolio management to liability management, wealth transfer, asset protection, life and variable insurance needs, and retirement and estate planning. The process of a full financial planning analysis and active listening enables myself and my team to tailor an investment path that defines your risk and suitability to determine and maintain the most proficient objectives and cash flow for yourself and your family.
Like many in South Florida, I am a transplant of New York. After receiving a degree in Finance from CUNY Baruch College in Manhattan and establishing my career, both on the independent and wirehouse side of the business, I made Boca Raton and LPL Financial my home. There is no better reward than being a fiduciary to my clients. To navigate through life events, good and bad, with trust and loyalty is the reason why I wake up and do this every day.