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Here to act in your best interests
I started my career as a financial planner in 1999. I do my best to listen, educate and help my clients and their families make better financial decisions so they can enjoy a secure future. My favorite time outside of work is family time, which usually involves my passions for travel, hiking with our kids and pups and cooking. I’m an avid reader and fluent in Spanish.
Accredited Asset Management Specialist™
Chartered Mutual Fund Counselor™
Chartered Retirement Planning Counselor™
Bachelor of Arts, State University of New York at Geneseo
Visit one of our Locations
Miami II - Boca Raton (West)
7900 Glades Road
Boca Raton, FL 33434
Washington DC V - North Bethesda
6550 Rock Spring Drive
Bethesda, MD 20817
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 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 insight as well as our client service associates who can provide you with additional resources and support.