I’m a Senior Principal based in our Boca Raton office, serving private clients throughout Florida. For over 30 years I’ve helped families navigate the complexities of wealth with clarity and confidence. My clients are successful business owners, senior corporate executives, retirees, philanthropists, and non-profit organizations. As a CERTIFIED FINANCIAL PLANNER TM (CFP®), I provide personalized and comprehensive financial plans and investment portfolios designed to align client resources with their long-term goals and values. I integrate complex strategies and solutions that address investment, estate, tax, business succession, charitable giving, retirement planning and risk management needs. As a Certified Exit Planning Advisor (CEPA®), I understand the unique challenges—and opportunities—that come with preparing for one of the most important financial and personal decisions of your life: the transition of your business. My goal is to provide every client with clarity, structure, and confidence so they can achieve financial peace-of-mind and focus on what matters most to them. Prior to joining Cerity Partners, I was a Wealth Advisor at Goldman Sachs Ayco, BNY Wealth Management, RBC Wealth Management and Merrill Lunch. Earlier in my career I was President of Banorte Securities International, LLC., Regional VP at Fidelity Institutional Investment Services, Inc., and a Commodity Trader at Philipp Brothers/Solomon Brothers.