My background in business, banking, finance, lending, and private banking has led me to do this work. I customize my services as a trusted financial professional to the specific needs and circumstances of the individuals and families I serve. I take a special interest in protecting older adults from financial scams and to help guard against their being taken advantage of. I offer trusted Daily Money Management, Financial and Concierge Services and do so with with patience, discretion, compassion, professionalism and integrity. Clients need to feel important, capable, and to maintain their dignity and independence. My joy is to assist in ways that will allow my clients not to feel overwhelmed and to spend time doing more of what they love to do. I proudly serve on the AADMM Board for 2023.
My background includes a 30+ year career in business, commercial real estate, finance, banking, and private banking. I have my MBA. I have worked with institutions, families, and individuals to provide the highest level of service as a trusted advisor and fiduciary. As a Daily Money Manager, I enjoy helping people get their personal financial lives organized, taking over to solve problems, identify priorities, and provide solutions so that things get done and nothing "falls through the cracks" so to speak. The overriding goal is to bring peace of mind to clients and family members. Services are customizable as every situation is different.
I enjoy working with clients throughout South Florida, as well as outside the State and can meet personally or virtually.