Phone: (954) 575-9323 ext.1000
My father’s debilitating illness, rendering him unable to work, inspired me to become a financial advisor and drives my passion for planning to this day….
Director of Client Relationships
Phone: (954) 575-9323 ext. 2000
Sharon has been a valued member of our management team since August 2011. With over 20 years of experience in Corporate Communication, she is in charge of account opening and maintaining superior level service for all our clients.
Director of Operations
Phone: (954) 575-9323 ext.3000
Michele joined the firm in March of 2020. She is in charge of running the firm’s operations/automation, managing the firm’s contact management system, maintaining and updating the technology platforms, and assisting clients where needed.
Compliance and Billing Manager
Susan handles compliance and client billing functions for the firm. She appreciates the importance of relationships, ownership, and follow-through. A trusted expert in her field for over 20 years, she manages and executes on critical initiatives and tasks for the firm and its clients…
Lizzie’s assists with marketing/social media related projects, and moderates client conference calls for the firm. Her passion is how the world communicates with one another through the ever-changing world of marketing. She is currently a student at Florida State University, pursuing a Bachelor of Science degree in Marketing…
Elder and Estate Planning
At the forefront of his industry, since 2012 Howard has consulted the firm on elder and trust and estate related matters. His specialty is representing seniors and people with special needs and their families in connection with asset preservation planning, supplemental needs trusts, Medicaid, Medicare, planning for disability, guardianship, wills, trusts, and health care planning with advance directives…