Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I attended Florida International University where I received a BA in finance. I am currently active as an alumni member. My licenses include a Series 7 and 2-15 Life, Health and Annuities.
My community involvement includes supporting the creation of SpendforED, a charitable organization dedicated to raising funds for public schools.
I reside in Brickell, Florida. My hobbies include paddle boarding, hiking and spending time with family.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies