2008 Structured Products Association LeadingEdge Award Winner
“The LeadingEdge awards are given to the top investment advisors, brokers and professionals in the Americas who have demonstrated superior results for clients in using investments known as “structured products” in managed portfolios. winners of the LeadingEdge awards are among the elite 5% of their profession whose expertise in this investment class has given them a clear competitive advantage.” To read the details on the award please see the SPA Press Release.
2011 President of the Financial Planning Association of Greater Fort Lauderdale
2012 Chairman of the Financial Planning Association of Greater Fort Lauderdale
May 2013 Financial Planning Association of Miami Guest Speaker