About me
It is my purpose and mission to run a meaningful, educational, and impactful wealth planning practice in south Florida, by utilizing the status and reputation of financial leader, Northwestern Mutual. Being a part of an award-winning practice within a highly rated financial planning firm positions me to provide my clients with leading services ranging from wealth & retirement planning, risk management, investment planning, and more. As an advisor, my mission is to empower people in all walks of life to enjoy financial freedom and tax efficiently build their wealth but I have especially centered my planning practice around physicians, attorneys, tax and audit professionals and business owners.
Prior to my profession at Northwestern Mutual, I ran collegiate Track & Field and Cross Country at Lynn University where I completed both my undergraduate and graduate degrees. I have an entrepreneurial background in our community here in south Florida where I was born and raised. Helping young professionals and families to mitigate risk, map out retirement and tax efficiently build wealth invigorates me and allows for me to continue striving to impact south Florida in a positive manner.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Bethesda East Hospital
Serving on the Bethesda Health Champions Board is near and dear to my heart in order to help grow and develop our local hospital and give back to the healthcare professionals that we all cherish! Established in 1959, Bethesda Hospital East offers comprehensive services, including: a nationally recognized orthopedic total joint replacement program; cardiovascular care; cancer care; vascular, endovascular and robotic surgery; and women’s and children’s services. Bethesda Hospital East is part of Palm Beach County’s consortium with the Charles E. Schmidt College of Medicine at Florida Atlantic University.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
