Personal side

My wife Cecilia and I got married at Saint Vincent Ferrer Catholic Church in Delray Beach in 1995. We are the proud parents of four Saint Vincent Ferrer Catholic School graduates. After spending years working for several Wall Street firms, I decided to go independent in 2012 and here I am, enjoying helping families and individuals manage their wealth and plan their legacy. I enjoy meeting my clients and future clients at their homes or favorite restaurants. Our favorite family activity is spending time with our two grandkids! My wife and I also enjoy going on walks, road trips and travelling!