Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale and resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded advisors. We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.The Concurrent AdvantageFounded in 2017, Concurrent Advisors represents the partnership of like-minded firms, operating under a national brand, and collaborating to enhance the value proposition for clients and advisors alike. Thwarting the inherent conflicts that accompany traditional aggregator models, our partner firms maintain complete operational autonomy, contributing to shared resources, while gaining access to infrastructure and support not otherwise attainable.

Chartered Financial Analyst (CFA®) Program

Junior Achievement (JA) empowers young people to own their economic success. Our volunteer-delivered, K-12 programs foster work-readiness, entrepreneurship, and financial literacy skills, and use experiential learning to inspire kids to dream big and reach their potential. For more information go to www.jamiami.org.

WealthEngage is a Miami based private wealth boutique focused on investment management and advanced planning for select families. Wealthengage, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

The Student Finance League (SFL) is a nonprofit which partners with existing organizations teaching finance and business education developing skills for life promoting stability, opportunity and equality.

Responsible for managing multi-asset discretionary portfolios for largest firm clients before forming WealthEngage.

Employers included: Principal Global Investors, Calvert InvestmentsI spent my career as a trusted advisor to many of Florida’s Top Wealth Managers and Financial Advisors. As an advisor to Financial Advisors, I focused on consulting some of the largest teams through one of the most difficult times of their career, a time where they had to balance their personal financial crisis with that of their clients. Over that period of time I oversaw billions of dollars in relationships. Top accounts included: Merrill Lynch, Morgan Stanley, UBS, Wells Fargo AdvisorsRegions included Florida, Puerto Rico, and GeorgiaInvestment specialties included:- Fixed Income & Alternative Income- Multi-Strategy Investments- ESG (Environmental, Social, Governance)- Master Limited Partnerships (MLP's)- Preferred Securities- Real Estate/ CMBS- Real Assets & Inflation - Alternative investments & Volatility- ETF's, Mutual Funds, Managed Accounts