Broker Check

Pompano Beach Office

PO Box 124,

Pompano Beach, FL 33061


I specialize in helping individuals develop sound financial strategies to meet their unique situations.  Offering personalized, hands-on service has been the key to my success and that of my clients. I truly enjoy educating my clients about financial concepts and products, and taking the mystery out of investing, taxes, insurance, long-term care, estate conservation, and preserving wealth.

I understand there are many financial challenges today that keep us all up at night.  I focus on and work to address areas from individual investments, financial planning, insurance needs and estate & tax planning, as well as other issues that are critical to your financial well being today and far into you and your familes future. Please take the time to explore the website and the wealth of information I have to offer.

Estate & Tax Planning

Tax Plans

Estate & Wealth Transfer Plans

Charitable Giving Plans

Deferred Sales Trusts

Pooled Income Funds

Delaware Statutory Trust 1031 Exchange

Real Estate Investments

Oil & Gas Partnerships

Wildlife Preserve Funds

Opportunity Zones

Private Placement Offerings


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance - Traditional & Hybrid

Premium Financed Insurance

Buy/Sell Insurance

Captive Insurance Company Creation

Life Settlements

Life Care Funding



Common Stocks

Exchange Traded Funds

Mutual Funds

Treasury Notes

Treasury Bills

Government Securities

Municipal Bonds

Variable Annuities

Indexed Annuities

Real Estate Investment Trusts

Financial Planning

Life Plan

Long-Term Care Financial Assessment

Income Plans

Retirement Plans

Social Security Planning

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

401(k) Plans

403(b) Plans

Defined Benefit Plans

Profit Sharing Plans

Deferred Comp Plans

For more information about the firm and the services offered, send me a quick email or call my office. I would welcome the opportunity to speak with you.