I partner with Bruce to develop comprehensive financial plans for new clients, and am responsible for researching and implementing risk management solutions. I pride myself in being principled, prepared, and conscientious on a daily basis. My goal is to help families navigate life’s major changes by offering meaningful guidance, personalized financial strategies and solutions.
I earned my undergraduate degree from American University in Washington D.C. and my MBA from the University of Miami Herbert Business School. I joined Raymond James in 2017 and hold the following professional designations: SIE, Series 7, Series 66, Florida Life, Health & Variable Annuity license and Accredited Asset Management Specialist (AAMS®).
I was born and raised in Miami and currently live in the Gables. I am a passionate traveler and enjoy spending time with friends, boating, and watching movies.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.