Principal of DMG Insurance & Financial Services, Inc. an Allstate Insurance Agency located in Royal Palm Beach, FL providing Auto, Home, Business, Life Insurance and Financial Services.
My strength as a Personal Financial Representative comes from having twenty plus (20+) years in the financial services industry. I am also a Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC) and a Retirement Income Certified Planner (RICP). With my experience and training, I’m able to help my customers define and achieve their financial goals.
I’m a graduate of Brandeis University (MA) and Baruch College (MBA). I began my career with Morgan Stanley – WPB. This was followed with Prime Capital Services – Poughkeepsie NY where I was a compliance officer and a branch examiner. In 2008 I joined the Allstate team here in Royal Palm Beach.
I am active in doing good things for the community. I do volunteer work for various organizations including Junior Achievement. I was past president of the Palm Beach Estate Planning Council and former member of the PAC-Foundation Jewish Federation of Palm Beach. I reside in Palm Beach Gardens. I like to read, cycle and swim and spend time with my family.
If you are thinking of protecting your family and assets, I’d be grateful for the opportunity to assist you. Call us at 561-422-7071.