(833) COPT-333
(954) 392-8713
info@copticchamber.com
I originally started off college in a 8 year MD program and planned on being a doctor like the rest of my family but I had a real passion for finance so I switched 2 1/2 years into my program to pursue this passion. What I did love about medicine is that you got an opportunity to help others every day and make an impact. Financial Planning and Wealth Management was an opportunity to merge my passion for finance and helping others. Financial Planning means different things to different people depending on where they are in life and what they want to accomplish. I specialize in working with physicians, dentists and business owners due to my background and interests.