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About Us

For many, understanding every aspect of personal finance can be daunting. From financial planning to investments to retirement to insurance, the decisions can be overwhelming.

That’s where my team of investment professionals here at Summit Brokerage Services, Inc. comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools to provide the services that fit your needs.

As a Portfolio Manager, and Financial Advisor, my personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create mutually beneficial and respectful long-term relationships with my clients and their families.

As a member of the community of Boca Raton for over 25 years, I take pride in knowing that we continue to help our clients to plan for and achieve the type of financial future they envision.

For more information about my firm and our services, please call 561-338-2787, or 888-823-9898 for a no cost, no obligation consultation. We look forward to helping you reach your financial goals and dreams.