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Office: (305) 751-8855

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
David Treece has nearly 20 years of experience in financial services as a consumer-oriented advocate for his clients.

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Robert has been in the financial services industry for more than 10 years as a mortgage loan originator, financial advisor and a branch manager at Santander Bank, Investment Services at Sovereign, and TD. As a Business Development...

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Michael Vita

Director of Marketing & Public Relations

(305) 751-8855

Michael served as Secretary/Treasurer and Board Member of the Miami-Dade Gay & Lesbian Chamber of Commerce (2004 to 2012).

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Jules Alpern

Client and Marketing Coordinator

(305) 751-8855

Jules assists the firm in scheduling client appointments and following up with attendees after the firm’s many public events.

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Luis Gonzalez Etchevest

Customer Care Manager

(305) 751-8855

Luis has been working in customer service for the past 26 years. He is very outgoing and enjoys customer contact. He has been working lately with some of the firm's older customers who often need extra assistance.

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