Firm Value: Being a CERTIFIED FINANCIAL PLANNER™ professional and CPA at Raymond James, my process is simply different than the rest. My team and I have helped individuals, divorcees, and businesses, locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance and life goal planning. I am focused with the highest standards in helping you achieve your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. My guidance is tailored to support your current lifestyle, life after separation, business objectives, retirement income needs, tax effectiveness and legacy goals, while making you feel comfortable at every step. My passion is fueled by knowing I make a positive difference in the lives of the families and organizations I serve.

Languages:  English

Education and Degrees

  • Carey, School of Business, B.S. Arizona State University

Professional Licenses

  • Certified Public Accountant
  • Certified Financial Planner

Other Professional Licenses

  • Florida Institute of Certified Public Accountants
  • Kesher Special Needs Education Oversight Committee
  • Miami Jewish Federation Committee (North Dade)
  • Little Light House Foundation Ambassador Committee
  • Chapman Partnership Volunteer Committee
  • Friends of the Israel Defense Force (FIDF) Young Leadership