Financial Consultant
.Retirement Planning
for the retirement you’ve dreamed about, I can help you identify
financial opportunities to help you reach your ultimate
destination with confidence.
Based on your goals, needs and budgets, I can help develop a
spectrum of financial solutions— including retirement income
accumulation and distribution— which may include investments,
insurance or annuities.
- Life and Health Insurance Licenses
- FINRA Series 66 Uniformed Combined State Law
- FINRA Series 7 General Securities Representative
- NAIFA, President of the National Association of Insurance and Financial Advisors for Miami Dade County.
- MDRT, 13 year member of Million Dollar Round Table
MDRT is an honor for sales, client service, ethical conduct, & industry knowledge - RICP, Retirement Income Certified Professional
- CLTC, Certified Long Term Care
- FIC, Fraternal Insurance Counselor
- Bachelor of Science, Florida International University
- Life Underwriter Trainers Council Fellow®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Certified Kingdom Advisor®
- Series 7 - General Securities Representative
- Colorado
- Florida
- Georgia
- New Jersey
- New York
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Virginia
- Wisconsin
Insights
“In all things I have shown you that by working hard in this way we must help the weak and remember the words of the Lord Jesus, how he himself said, ‘It is more blessed to give than to receive.'” - Acts 20:35
Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals.
See thrivent.com/social for important disclosures.
The choices you make during open enrollment can have a big impact on your financial goals for 2027 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
Office location
Miami Location
11020 N Kendall Dr Ste 108
Miami, FL 33176
Phone305-596-6730Fax855-873-1908HoursMiami, FL 33176
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations