My father’s debilitating illness, rendering him unable to work, inspired me to become a financial advisor, and drives my passion for planning to this day.
Director, Client Relationships
Sharon has been a part of our management team since 2011. With over 20 years of experience in Corporate Communication, she manages the day-to-day operations and is in charge of maintaining superior level service for all our clients….
Director of Operations
Michele joined the firm in 2020. She is in charge of running the office operations, managing the firm’s contact management system, keeping the technology working properly, and assisting clients where needed.
Social Media / Marketing Associate
My passion is how the world communicates with one another through the ever-changing world of marketing and social media. I am currently a Sophomore at Florida State University, pursuing a Bachelor of Science degree in Marketing…
Elder and Estate Planning
A partner of Elder Law Associates PA with offices throughout Southeast Florida, is admitted to practice law in New York (1990) and Florida (2004). Mr. Krooks is Of Counsel to Amoruso & Amoruso,LLP, in Rye Brook, New York. Mr. Krooks…
Property and Auto Insurance
Phone: (954) 575-9323
Fax: (954) 573-6546
34 years ago, I began my career with Prudential Insurance (2nd generation) where I was an Insurance Agent for 23 years. What brought me into the insurance business was that I could help people with their insurance needs and make a…