Professional Mission Statement
To provide honest objective assistance and pursue important issues and goals is how I will build a high level of trust and confidence with my clients. I will remain committed to my profession and clients by striving to stay up to date on the Insurance and Investment Industries. My relationships will continuously be based on knowledge, diligent work ethics, and strong principles.
Placing Your Best Interest First
Specialties
- Investments
- Retirement Planning IRA/401k
- Annuities
- Life Insurance
- Long-term Care Insurance
- College Funding Strategies
- 529 College Savings Plans
- Estate Conservation
- Charitable Giving
Qualifications
- Boston University Graduate with a double BS in Economics and International Relations with a concentration in International Business.
- Florida Life, Health & Variable Annuity Insurance License #D085478
- Fluent in Spanish & English
Personal
- Member NAIFA, Miami Chapter
- Member/Qualifier of the Million Dollar Round Table
- Hobbies: Fitness, Tennis, Cooking
- Resides in Miami, FL with wife Lauren and daughter Juliette
