Throughout my career, I’ve delved deep into financial, credit, banking, mortgage, and tax systems. This knowledge has empowered me to develop successful wealth-building and tax strategies for both my personal investments and my clients.

Beyond finance, I have a background in the entertainment industry, cultivating lasting relationships with notable figures in Hollywood. In 2017, I added to my services Celebrity Business Management, establishing a Concierge-style Family Office to cater to elite clientele. Our mission is to meticulously address every aspect of our clients’ financial needs and objectives, from strategy development to the assembly of a curated team of professionals and execution.

Clients often refer to me as “an architect and dream maker” due to my skill in structuring, planning, and executing strategies tailored to their goals. What sets me apart is my unwavering commitment to maintaining the highest work ethics, continuous education, and a network of top professionals, including Attorneys, CPAs, Financial Advisors, and Insurance Agents. I pride myself on giving 100% to every client, supported by a talented team dedicated to exceeding expectations.

At the heart of my philosophy lies the belief that “My clients’ needs are my needs,” underpinning my dedication to fostering lifelong, personalized business relationships, where my clients’ needs always take precedence.

I have earned significant recognition throughout my banking career. I held the esteemed position of Area Manager with a leading Mortgage Bank in the country, consistently maintaining membership in the Platinum Producers Circle from 2002 to 2007, attributed to personally generating over $500M in closing sales—an achievement that consistently ranked me among the top 30 representatives nationwide during that period. Additionally, I have been a distinguished member of the Cambridge Who’s Who since 2007, empowering executives, professionals, and entrepreneurs globally.