My experience

With over 25 years of experience in the finance industry, I’ve developed a deep understanding of the unique financial needs of individual and families. From 2006 to 2013, I served as a Business Development Officer at Fiduciary Trust International, cultivating strong client relationships and overseeing complex wealth strategies. In 2016, I returned as head of relationship development, and since 2019, I’ve had the privilege of managing the Coral Gables/Miami office, where I continue to help families safeguard and maximize their wealth.

Beyond my role at Fiduciary Trust, I am actively involved in prestigious organizations like YPO and the Orange Bowl Committee, furthering my ability to connect with influential leaders. I also dedicate time to philanthropy, public speaking and coaching, leveraging my expertise as a certified leadership coach with The John Maxwell Team and Legacy Capitals.

How we can help you

Wealth management is more than preserving assets—it’s about creating a lasting legacy. We work with high-net-worth families to develop tailored strategies that go beyond financial growth. We help ensure your wealth is strategically positioned to take advantage of the current economic landscape and benefit future generations while protecting what you’ve built. Our approach is personalized and designed to simplify the complexities of wealth management so you can focus on what matters most to you.

Education

• Florida International University, Bachelor’s Degree
• Huizenga School of Business at Nova Southeastern University, MBA
• Christopher Columbus HS ('90)

Financial credentials

• Member of the University of Miami’s Citizens Board and the School of Business Advisory Board
• Member of STEP (Society of Trust & Estate Practitioners)

Personal

I enjoy working out, reading, writing and facilitating interfamily discussions and retreats. I am grateful for my wife Katie and our four children—Melissa, Michael, Max and Matias. Together, we are committed to contributing to our community and reaching our full potential.