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Senior Associate at The Eppy Group, a well-established financial firm, based in Broward County since 1993. 

The fundamental approach of our team revolves around client education. This facilitates our clients’ ability to make well informed decisions. We believe growing wealth should be accompanied by a strong defensive plan. Our goal is to prepare our clients to use their accumulated wealth at retirement, with a focus on tax efficiency and legacy planning. 

We craft and implement progressive strategies for estate, business, personal, charitable and special needs. We use various tools including: investments, annuities, life, disability income, and long term care insurances. All licensed p.

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