Focus: Insurance Strategies, Business Owners, Business Succession Planning, Estate Planning, Group Benefits, Charitable Giving, Risk Management Strategies
I am dedicated to making a difference in people's lives.
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, and more importantly, future needs.
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estates strategies and insurance needs.
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.
1000 Corporate Dr #700
Fort Lauderdale, FL 33334