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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Wealth Preservation Strategies

Qualifications

  • Series 7, Series 66, Series, 63, Insurance Life & Health

Education

  • University of Miami B.A. Business Administration 1988

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

Community participation

Boca Helping Hands, Rockhouse Foundation - Building Schools in Jamaica, University of Miami - School of Music, Focus on your investments Radio Program - keeping the public informed on the Financial Market

Interests

Biking, Music, Travel, Financial Markets