About me

 

    I was born to an immigrant family where I learned the value of family and work ethics. As a result, I am a proud graduate of University of South Florida with a bachelor's in business and minor in information systems and serving as President of my Alumni Chapter in Palm Beach County.

     Partnered with Northwestern Mutual in 2018 where I have been operating a successful financial planning firm. Helping my clients protect what they care most about and sharing proven investment strategies that work regarding retirement.

     Married to my beautiful wife, Paula and blessed with two beautiful daughters: Eden and Emina. They are the reason I do what I do every day. 

     I am committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be impactful and life changing. 

Here are my areas of expertise

Our team have a vast background in working with specialized professionals, business owners, and working families who utilizes our expertise in the most important stages of their lives. We are here to serve you and all your financial planning needs.

Financial Planning

Insurance Protection Strategies

Disability Planning for Physicians & Dentists

Investment Planning & Strategies

Advisory Services

Tax-Efficient Strategies

Retirement Planning & Income Strategies