I can imagine if you’re reading this, you’ve worked hard to establish yourself as a leader. On the surface, what drove your success is a sense of personal fulfillment. Just as important was helping your family find footing. Now that you have both, you can translate your wealth into a life that is even more meaningful to you. I hope the information in this site helps you do just that.
As your high earning years align with the timing of important decisions and behaviors, the choices you make “today” will have a great impact on your “tomorrow.” I help people like you simplify their finances and answer questions such as:
-How do I manage my growing net worth?
-How will I pay for my child’s education?
-Is my employer based insurance enough?
-Do I have too much employer stock?
-Are my investments tax efficient?
Every Tuesday and Thursday I set aside time for any inquiries – just click here to schedule some time for a brief consultation.
I took Finance 101 at home.
Consequences for failing?
Well, let’s just say that wasn’t an option.
It was a blue collar household and every cent mattered. The lessons were simple but impactful: pay yourself first, save for a rainy day, and above all, respect the work you put in to earn your keep. Those early lessons planted the seed for a career that occurred by pure happenstance. It began as your typical “first job out of college,” but as time went on, I became curious about the relationship people had with their finances. I noticed there wasn’t always a connection between those that had the means to live a great life, and those who actually did. Some had it all, but most didn’t.
Motivated to pursue the career after encouragement from an early client (to whom I’m still thankful for), I truly enjoy helping: helping clients understand, helping clients achieve, and helping clients find comfort through the noise. Although my office is in beautiful Coral Gables, I live in Hollywood with my wife Melissa and five year old Belgian Malinois named Charlie. We’re avid travelers, having been to twenty countries, thirty states, and five continents.
On to the fancy part: I’m a Partner and Managing Director at Snowden Lane Partners, an independent RIA headquartered in New York. I joined the firm after almost 10 years with Merrill Lynch, where I was a Senior Portfolio Advisor and International Wealth Advisor. I’m also a Certified Financial Planner™ (CFP®) and a fiduciary.
I proudly hold the following professional designations:
CFP®, AAMS®, CPFA