picture of a planner

Here to act in your best interests

About me

Since 2000, I’ve been helping my clients achieve their best life possible. I work with them to help make this attainable by taking the time to clearly understand their background, needs and objectives. Then we collaboratively create a plan to help them reach every goal. Fun fact about me: I qualified for the 1996 Olympic trials in the mile.


Chartered Retirement Planning Counselor™


Bachelor of Science, Finance - Johnson C. Smith University

Visit one of our Locations

Miami II - Boca Raton (West)

7900 Glades Road

Suite 310

Boca Raton, FL 33434

Miami I - Plantation

1200 South Pine Island Road

Suite 400

Plantation, FL 33324

Tampa I - Westshore

4221 West Boy Scout Blvd

Suite 190

Tampa, FL 33607

Miami III - Coral Gables

355 Alhambra Circle

Suite 1500

Coral Gables, FL 33134

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

The latest insights from our experts