Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies


  • Bachelor of Arts - Economics, Eastern Illinois University, 1984-1988

Previous experience

  • Senior Vice President, Morgan Stanley, 1988-2007
  • Managing Director, Deutsche Bank, 2007-2012

Community participation

  • Overtown Youth Center
  • Alonzo Mourning Charities
  • Boys and Girls Club of Miami


  • Spending time with my family.
  • Running, Basketball, Golf, Skiing
  • Coaching and watching kids athletics
  • Traveling