
Putting
people first.
Get to know our leadership team
Leadership at the Aventura office is dedicated to doing good for our clients, employees and community.

I am a strategic partner who can help you achieve your goals. The best part of my career is working closely with individuals, families and business owners to develop plans for their financial lives. After developing an understanding of who you are and what you want, we will work together to provide a clear vision...
I am a strategic partner who can help you achieve your goals. The best part of my career is working closely with individuals, families and business owners to develop plans for their financial lives. After developing an understanding of who you are and what you want, we will work together to provide a clear vision for your future. Then we will implement a strategy to help you achieve your goals.