Firm Value:
I help successful people with unique and complex needs find peace of mind in their financial lives. My goal is to empower clients in divorce with the resources and clarity to make well-informed financial decisions during challenging times. I provide a high level of personalized support and advice by closely collaborating with family law and other professionals.
Languages: English
Additional Office Location:
2255 Glades Road, Suite 226A
Boca Raton, FL 33431
Education and Degrees
- Northwestern University, B.S. in Speech with Departmental Honors
- Florida International University, Masters of Science in Finance (MSF), Graduate Certificate in Investments
Professional Licenses
- Certified Divorce Financial Analyst (CDFA®)
- Certified Trust and Fiduciary Advisor (CTFA)
- Accredited Estate Planner® (AEP®)
- Certified Financial Planner® (CFP®)
Other Professional Organizations
- Estate Planning Council of Greater Miami, Past President
- Estate Planning Council of Boca Raton
- Certified Financial Planner (CFP®) Board Ambassador – South Florida
- Jewish Federation of Greater Miami, Certified Legacy Advisor Chair
- Jewish Federation of Broward County, Advisor Philanthropy Initiative Chair and Trustee, Jewish Community Foundation
- Jewish Federation of South Palm Beach County
- Financial Planning Association (FPA®) of Florida and Miami, Past President
