Being a CERTIFIED FINANCIAL PLANNER™ professional and CPA* at Raymond James, my process is simply different than the rest. My team and I have helped individuals and businesses, locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. I am focused with the highest standards in helping you achieve your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. My guidance is tailored to support your current lifestyle, business objectives, retirement income needs, tax effectiveness and legacy goals, while making you feel comfortable at every step. My passion is fueled by knowing we make a positive difference in the lives of the families and organizations we serve.
I frequently appear in local and national print and broadcast features as a financial resources. Most notably I was featured in the Wall Street Journal’s Wealth Advisor column.
I am very passionate about guiding individuals toward their ultimate life goals in a very comprehensive and thorough manner while utilizing a 4 step process (Discover, Diagnose, Design & Deliver) that separates me from the rest.
I was born and raised in North Miami Beach, FL. I attended the Scheck Hillel Jewish Community Day School (class of 02’) and went on to graduate from the W.P. Carey School of Business at Arizona State University in Tempe, Arizona in 2006. I earned a Masters in Accounting and joined the accounting firm of Gerstle, Rosen, & Goldenberg, P.A. as a tax CPA, senior auditor, and forensic accounting for Not-for-profits, LLCs, S-Corps, and individuals while working there for 8 years. I joined Raymond James & Associates in 2014 where I became a CERTIFIED FINANCIAL PLANNER™ professional where I help clients in various financial, investment, and private equity fund planning.
I enjoy Miami’s arts and musical scene and serve as a member for the Guitars over Guns Foundation which helps children facing financial hardship achieve their musical dreams. I am also active with The Chapman Partnership center where I help organize group feedings and arts and crafts for the younger children. I was a recent participant with the Greater Miami Jewish Federation where I served on the financial oversight board as a committee member as well as a participant of the OLAM Leadership program. In 2017, I joined the Kesher Board of Directors at the Hillel Community Day School. Kesher is a not-for-profit Jewish day school which offers special education in secular and Judaic studies for students in grades first through 12th who are diagnosed learning disabled and who may have dyslexia, attention deficit disorder, hyperactivity, developmental delays or other factors that affect the way they learn. I am an active member of the Young Florida CPA & America Institute of CPA network where I lecture twice a year.
I enjoy playing tennis, golf, horseback riding, spending time at the beach with friends, and reading American Presidential and WWII history literature.
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.*Raymond James does not offer CPA services. You should discuss any tax or legal matters with the appropriate professional.