Bio

I will never forget the day my admiration for the insurance and investments business began. In the mid 80’s, I was recently married, I had been working for a small-size company which implemented a 401K plan. The advisor helped me to understand and allocate the assets available in the plan. Later he came to my house to talk to my wife and I about protecting each other using the mortgage and income replacement features within life insurance. That experience left me with the highest impression about this industry. A few years later I interviewed with AXA Advisors in Chicago, IL. Soon After, in1989, I started my practice as a financial professional.

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 In 1995, I transferred to Miami, Florida to deepen my relationship with professionals and business owners from South Florida and Internationally. In 2006, I created EAL Investments & Insurance, LLC, an independent platform representing the finest financial institutions and insurance companies in the country to give my clients confidence and unbiased recommendations. Every person has a unique economic and life situation. I keep that in mind when discussing financial strategies with my clients. One might be purchasing a first home, financing a child’s post-secondary education, planning for retirement, estate planning, or protecting a loved one in case of unexpected death or disability.

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 I will work to highlight the financial solutions that best fit my client’s goals. As a Financial Professional, I am dedicated to learn about the unique personal goals and objectives my clients have. 

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Working together, I will build a financial strategy plan focused on their specific needs. Once a custom-tailored financial strategy is in place, I will continue working with my client to review their achievements and stated objectives,  to ensure that my clients are comfortable that everything is moving forward according to their goals.