General Info

My journey to becoming a CERTIFIED FINANCIAL PLANNER™ professional began over three decades ago, a testament to my long-standing commitment to helping people like you make the most of their financial lives. Before this, I honed my skills as a lawyer with a prestigious Florida law firm and as a CPA with one of the world's top public accounting firms. This diverse professional background gives me a unique perspective when helping you achieve your most cherished financial goals. And what I hope to deliver is advice that works for you because your financial success is my highest priority.