
Originally from Ft. Lauderdale, I have lived in Florida most of my life. When I’m not traveling, I’m probably being bossed around by my very active grandson. I am an active member of the Miami Dade Chamber of Commerce and also my community in Broward. I have a strong passion for educating our community to help them understand that generational wealth is obtainable! My mission is to educate my clients and provide them with the tools and knowledge they need to be financially prepared for the “what-ifs” in life. I work hard to establish a long-term relationship with each of my clients to help them preserve, build and distribute wealth and enhance their lives and the lives of their future generations, providing them with a sense of financial security and peace of mind. Having a strong background in client relations, I value my clients time, and work efficiently with easy processes so you can get back to life. * All NEW clients will receive a free 1 hour consultation/review. I will never suggest to UNDO anything good that you have in place, but inform you of any gaps that you may have. Let's take a look at any old 401Ks that are just sitting around. As an independent broker, partnered with an independent wealth management firm, I am a one stop shop for all your financial needs.
Phone: (786) 459-2439
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- Sun Closed
5310 NW 33rd Ave, Ste 206 Fort Lauderdale, FL 33309 ·818.25 mi
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