WEALTH MANAGEMENT FOR TODAY

I am a native Floridian, born and raised in Central Florida. After graduating from the University of Florida with a degree in Finance, I started my career with SunTrust Banks. As the Private Banking field was launching, I became one of the first Private Wealth Client Advisors with SunTrust in Orlando. Later, I became the Senior Vice President of the Private Wealth Group in Windermere, catering to notable clients such as Darden Restaurant executives, Walt Disney executives, PGA professionals and Major League Baseball players.

 

In 2002, I became a Certified Financial Planner™ and relocated from Orlando to Fort Lauderdale to manage the largest SunTrust Private Wealth team in South Florida. Our team managed assets in excess of $1 billion.

 

In 2009, I accepted a position with a community bank as Director of Wealth Management. I oversaw both trust and brokerage services as a member of the Bank’s Executive Management team. In 2015, I decided to leave banking and open BENCHMARK FINANCIAL LLC, an investment advisory practice in Fort Lauderdale. BENCHMARK FINANCIAL specializes in retirement planning.

 

I am the past Treasurer of the Greater Fort Lauderdale Sister Cities organization and an Ambassador for The Financial Awareness Organization.

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