(833) COPT-333
(954) 392-8713
info@copticchamber.com
My focus is in Financial Planning strategies and Employee Benefits for families and businesses, who are looking to preserve as much of their hard-earned assets as possible. My familiarity with current tax laws and my experience working with other professional advisors, such as attorneys and accountants, enables me to create plans to help my clients better manage their estate tax liabilities and preserve assets for their heirs.