As the Regional Managing Director of Florida for Center Street Capital Advisors, I believe I have found the most opportune platform allowing for balance between client focus, Financial Advisor recruitment and development and my family.
I have been a Financial Advisor for over 30 years and spent the last 8 in branch management. I’ve been fortunate to have a career that allows me to focus on my mission to bring confidence to my clients and to my team. As with my clients, I help Financial Advisors identify their goals – where they are today and where they want to take their practice. With this understanding in mind, I work with them individually and with their team to help them achieve their unique vision. I strive to make sure each advisor has the tools and resources they need to serve their clients effectively and grow their practice.
In this role at Center Street, I’m afforded flexibility that can only be found with independence. How I spend my day and with whom I spend it are choices that are now mine. Whether sitting beside a client discussing their wealth plan or presenting advisors with compelling reasons to join our practice…this is why I’m here.
When not here, I’m exercising my commitment to the communities we serve. I encourage our team members in their volunteerism and community involvement. Personally, I am an active volunteer with the Humane Society of Greater Miami, The Honor Foundation, Kesher LD, and JAFCO.
Outside of the office, I enjoy spending time with my wife Liza and catching-up with the lives of my five adult daughters.
CA Insurance License # 0I52899, Resident State of Florida
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