Title: Financial Planner, Investment Advisor Representative
Focus: Insurance Strategies, Retirement Income Planning, Investment Strategies, Risk Management Strategies, Business Owners, LGBTQ
Preparing for the next step in life isn’t always easy. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
I was born in Brooklyn, New York and later attended Penn State University. I relocated to Florida in 2005 shortly after getting married and having my first-born son. Soon thereafter I was blessed with boy/girl twins. I am a good listener and realize the importance of doing so. I will make sure to understand your goals/wants/needs and offer advice on how to accomplish them.
I am an avid runner, foodie and lifestyle coach. During my spare time, I`ll be exercising, running a road race or entertaining my friends. I also enjoy giving back to the community by volunteering in local organizations like the South Florida School for Autistic Children and Covenant House.
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 your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
SOLUTIONS THAT HAVE AN IMPACT
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
CA Insurance License #4002117 | State of Domicile: Fl
AR Insurance License #9537889 | State of Domicile: FL
I am licensed to sell insurance in: al, ar, az, ca, co, ct, dc, de, fl, ga, hi, ia, il, in, la, ma, md, mi, mn, mo, ms, nh, nj, nm, nv, ny, oh, ok, or, pa, ri, sc, tn, tx, ut, va, vt, wa, wi, wv
I am Licensed to sell securities in:fl, nj, ny, nc, ga, mi, wa, az, al, ca, ct, de, ia, il, la, ma, md, mn, ms, nm, oh, ok, or, pa, sc, tx, va, vt, wv, nh, hi
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). OSJ: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 (954) 938-8800