Our relationship forms the basis of all of our work together. I don't make decisions for you–I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me provide guidance so that you can gain control, weigh your next steps and create a financial plan to help you reach your goals.
My primary areas of focus are in estate planning strategies, retirement income planning, and wealth management. I work closely with my clients to develop customized solutions that address a full spectrum of wealth management needs.
Located in the Boca Center Plaza.