Barbra has been devising financial, tax and estate-planning strategies for more than 30 years and has worked on some of the most recognizable financial firms in the country, including Morgan Stanley, UBS, Van Kampen American Capital and John Hancock.
Barbra advises individuals, couples, domestic partners and small-business owners, providing them with investment, retirement and insurance-planning solutions. She also shares her insights and experience on these topics and a guest speaker at numerous community and professional events throughout South Florida each year.
Originally from New York, Barbra graduated from the University of Florida with a Bachelor of Science degree in Finance and now lives in Fort Lauderdale with her son. She is an avid traveler.
In order to build trust and confidence, Carole believes it is essential to educate clients about the investment strategies needed to achieve their financial goals. Specializing in wealth transfer, family dynamics, financial responsibility and next-generation education, Carole provides vital information and insight, serving as a mentor and collaborative business partner.
With an extensive background in business-to-business marketing, experiential events, business development and ongoing research, Carole understands the importance of exceeding expectations, and that serves as her daily aspiration.
Carole is a University of Miami alumnus and remains a loyal "Cane." She still resides in South Florida, where she can be close to her family, and supports numerous philanthropic efforts throughout the community.
Evan is an experienced investment advisor and tax master with a knack for taking complicated information and communicating it in a simple, easy-to-understand manner. His ability to counsel and engage clients in a relaxed, honest and transparent way elicits both comfort and confidence.
Whether managing multi-generational inheritances, clarifying complicated tax issues, designing creative ways to improve overall financial returns or overcoming the financial implications of a recent divorce, Evan operates with great integrity and is committed to providing his clients with expert insight and sound strategies.
Evan lives in Coral Springs, Florida with his wife and two daughters. When he's not fine-tuning his clients' portfolios, he's most likely working on his weekend race car.
The heart and soul of Premier Wealth Planning, Maria manages client services and daily operations. The support she provides for the investment team each day enables them to maximize their client focus and, ultimately, deliver the best possible strategies and solutions.
While Maria ensures the firm constantly functions efficiently and effectively, she also plays a key role in establishing and enhancing client relationships.
Originally from New York, Maria relocated to South Florida many years ago and appreciates all the area has to offer. Some of her greatest joys are spending time with her children and cooking. She also loves to laugh and likes attending comedy shows.
Dinley Walters brings her exceptional skills as a bookkeeper and tax preparer with over 15 years' experience. She is detail oriented, precise and ensures the accuracy of the accounting records of our clients.
She is an avid reader and is fluent in three languages. She also enjoys following technological trends and how they impact the business world.
Dinley resides in Margate, Florida with her husband and 3 children. She is very engaged in her children's school, sports and social activities.
Rodrick Walters, CPA brings a wealth of experience of over 25 years in the industry. He started his career with Deloitte.
Rodrick is a graduate of the University of Texas at Austin.
He works with both individuals and businesses by providing comprehensive tax planning, preparation, accounting, payroll services, and financial statement preparation.
He is responsible for implementing strategies to help clients maximize their financial success while minimizing their tax liability.
In addition to serving clients, Rodrick enjoys conducting seminars and giving keynote addresses on tax and financial matters as well as personal development. In his downtime, he enjoys playing the piano.
Rodrick and his family reside in Margate, Florida. Together they enjoy traveling and learning about different cultures.