9885 West Glades Rd
Boca Raton, FL 33434-3985
I am a Premier Advisor with experience in financial services since 1997. I help clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. My daily goal is to put my clients first, building their trust through high-touch attention, exceptional service, in-depth conversations, and technology. I seek to help guide clients through their financial journeys by addressing their short- and long-term goals.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more