As a Wealth Advisor, I work with a team of financial specialists assisting high net worth specialized medical doctors, institutions and high level executives.  We make their financial affairs effective and efficient so they can focus on their core business, most prefered hobbies, family and aspirations. In order to maintain the highest standards of service, be effective and add value, I work best with clients and prospects who have a net worth of 1 million and above. My focus is coaching clients to meet their financial goals and aspirations.

• UBS Wealth Advisor Program 2012
• Kaplan University Financial Planning Certificate 2006
• Loyola University BBA Business Administration Management & Marketing 1994

• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• Life, Disability & Variable Annuities Insurance Licenses
• Series 7, General Securities Representative

• Red Cross contributor
• Condega Nicaragua contributor

FL, MD, NC, NY, PR, TX, VA