Firm Value Statement:  I am a CERTIFIED FINANCIAL PLANNER™ practitioner working with clients going through major life transitions, including retirement, the loss of a spouse, career change, and divorce.  Having experienced the emotional, social and financial changes that are part of the divorce process, I am acutely aware of the value of a knowledgeable, understanding and trusted advisor.

Principal Office Location:            

8701 SW 79th Place, Miami, FL   33143

Education and Degrees

  • Bachelor of Arts, English, University of Florida (1973)
  • Master of Science in Management, Florida International University (1982)

Professional Licenses   

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™ professional
  • CPA Personal Financial Specialist
  • Certified Divorce Financial Analyst®

Other Professional Organizations           

  • Financial Planning Association
  • American Institute of CPAs®
  • Florida Institute of CPAs
  • Institute for Divorce Financial Analysts™ (IDFA™)
  • Collaborative Family Law Institute-Financial Professional
  • Family Law Section/Florida Bar Affiliate Member