Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Small Business
  • Domestic Partner Planning
  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Employee Stock Options
46
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA  Certified Public Accountant
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • University of Florida School of Business, BSBA 1970-1974

Interests

  • Working out
  • Tennis
  • Relaxing in the Mountains
  • Spending time with my family

Community participation

Former Officer and Board Member-Temple Kol Ami, Jewish Community Center, Ann Stork Center, American Bankers Association, Real Estate Securities Institute. Formerly active in the Jewish Federation and Plantation Athletic League.

  • Leadership Ft Lauderdale
  • Program developed by the Ft Lauderdale Chamber of Commerce
  • FICPA Committee on Relations with the Florida Bar, 2011

Awards & recognition

  • Ameriprise Circle of Success, 2004-2015

Previous experience

  • Managing Shareholder of Wacks, Kruzel & Brass, CPA, PA., 20 Years