I had been serving family and friends and providing Daily Money Management services for several years before I realized this is a profession and I could do this work for others. My background in banking, finance, lending, and private banking has led me to do this work. I pride myself in tailoring my services to the specific circumstances of the individuals, families and those I serve. I also take a special interest in protecting older adults from financial scams and 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 and capable. No one enjoys the feeling of being overwhelmed and everyone needs or wants a little bit of help at times. My joy is to assist in ways that will allow my clients to spend time doing more of what they love to do.
My background includes a 30+ year career in business, commercial real estate, finance, banking, and private banking, and 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.