Let's move forward. Together.

George graduated from Florida Atlantic University in 2003 with a B.A. in Finance and a B.A. in Business Management.  His financial services career began shortly thereafter when he joined Morgan Stanley as a Financial Advisor.  While there, he obtained his FINRA Series 7, 31, and 66 as well as his Life, Health, and Variable Annuity licenses.  He then joined a team at Raymond James where he focused on fixed income investments and insurance.

George joined UBS in 2013 where he became a Portfolio Manager in the Portfolio Management Program.  He believes integrity is what clients value most as he works with select high-net worth individuals to build their legacies.

George is married to Esperanza and is the proud father of his daughter Emma Elizabeth.  He enjoys Crossfit and golfing in his spare time.  George is a member of the Palm Beach Rotary and the Young Friends of the Symphony.

Scott began his financial services career at Morgan Stanley in 2004.  Since that time, Scott's focus has been helping high-net worth individuals and their families both define and achieve their goals.  He believes honesty and transparency are two of the biggest keys to developing and maintaining great business relationships.

In 2014, Scott became a Chartered Financial Analyst®.  The CFA® designation is a globally recognized designation that attests to a charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis.

Scott graduated from Florida Atlantic University with a B.A. in Finance.  He holds the FINRA Series 3, 7, 31, and 66 securities licenses as well as the Life, Health, and Variable Annuity licenses.

He is the proud father of two wonderful kids; Ava and Ethan.

Erik graduated Cum Laude from the University of South Carolina (Beaufort) in 2014 with a B.S. in Business Administration, while also being an active member of the baseball team.  Erik joined UBS Financial Services, Inc. in 2016, where he began his career in the financial Services industry helping clients plan for the various stages of their financial lives. He holds the FINRA Series 7 and 66 securities licenses as well as Life, Health, and Variable Annuity licenses.

In 2018, Erik obtained the CERTIFIED FINANCIAL PLANNER^TM  certification which is globally recognized as the standard of excellence for competent and ethical financial planning.  By becoming a CFP® professional, Erik is well-prepared to understand the challenges his clients may experience, as well as the strategies to help combat them.

Erik and his wife Mary live in Jupiter, FL where they originally met in high-school. He and his wife enjoy all outdoor activities, fitness, and spending valuable time with friends and family.

Shayla’s focus is to educate and assist athletes and professionals who face the challenges of sudden wealth and to establish a strong financial foundation through financial planning.  As the mother of a first round NFL draft selection, she emphasizes the importance of understanding the total financial picture and customizing financial strategies that account for the unique dynamics of an athlete’s career.

Shayla is a graduate of Florida State University where she acquired a Bachelor of Science degree in Finance as well as an MBA from Nova Southeastern University. She has several years of experience in financial services, banking, and insurance.

She holds the FINRA Series 7 and 66 securities licenses as well as the Life, Health, and Variable Annuity licenses.

Shayla is the proud mother of two sons, Kaiir and Aydan.  She resides in Wellington, FL.