Investment Management professional, entrepreneur, and philanthropist with over twenty years of experience in business development and operations. Presently assisting Families, Individuals, and Organizations by designing and executing highly customized and holistic Wealth Management solutions, as well as Estate Planning and Private Wealth servicing. Additional to Financial Services, currently serving on the board of for-profit and non-for-profit organizations. As an advocate for humanitarian initiatives and philanthropic efforts, I have been engaged with local and international organizations with a focus in community development and social impact. Founding member of the Help2Haiti foundation, created to assist families after the 2010 earthquake in Haiti; member of the board of Global Dreams, USA, with a focus in scholarship grants and mentoring of teenagers in Bogota, Colombia; member and mentor for the University of Florida LBTQ+ alumni association, with a focus on mentoring students for their professional and personal growth; member of the advisory board for planned giving for the NSU Fort Lauderdale Museum of art.