Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Small Business

Community participation

  • Broward Humane Society
  • Financial Planning Association
  • Rotary Club of Fort Lauderdale
  • Junior Achievement
  • Stock and Bond Club of South Florida
  • Luhrs Boat Owners Association
  • American Heart Association
  • Pi Lambda Phi Alumni Association