About LeTip of Boca Raton, FL

After graduating from Yeshiva University with a BA in Accounting, I worked for several companies, such as Bloomberg, in a role that helped streamline departments to develop efficiency. After working as a business analyst for numerous years, I have combined my Accounting degree and previous experiences to help families, professionals and institutions build and create wealth. As a Financial Advisor with Center Street Capital Advisors, I work with my team to service our clients in a hands-on capacity. Whether it be college planning for a newborn, helping build wealth for growing families or working on retirement goals…we start with a relationship and go from there. Personally, I grew up in Detroit, Michigan (GO LIONS!/GO BLUE!) and later moved to New York City to attend Yeshiva University. I graduated with a Bachelor’s of Science in Accounting and eventually moved to Florida, where I currently live with my family. I hold my Series 7 and 66 Securities Registrations, as well as Life, Health and Annuity Licenses. During my free time, I enjoy traveling, watching movies and playing sports, like golf. Please visit my website at https://centerstreetca.com/meet-the-team/adam-greenbaum/to learn more about myself and the services I offer. For further information, please contact me by email at [email protected] or by Phone, 561-765-6702. Insurance license for state of CA: 0M35302. Resident state FL. /*********/ Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Center Street Capital Advisors is a separate entity from WFAFN.

Alex Sanchez is a Mortgage Loans who works at Supreme Lending

Amber, owner of Silvey & Associates, has a natural knack for numbers and a professional flair. Specializing in bookkeeping, tax preparation, and tax planning, Amber is dedicated to empowering mid-size businesses to achieve financial clarity and success. Her approach emphasizes efficiency and precision, especially in QuickBooks cleanup and financial management. As a passionate advocate for her clients, Amber is committed to helping businesses reach their financial goals with confidence.

Claudia Fernandez is a Payroll Service who works at TriNet

Named a Superlawyer, Cory Morris is admitted to practice in New York State, Florida State and several federal courts. He was named top 40 under 40 by the Long Island Business News and named top 30 under 30 by the Huntington Chamber of Commerce. Mr. Morris is an advocate for equality, civil rights and social justice within the legal community. In recognition of this, Mr. Morris is the recipient of an Equality Award at the Suffolk County New York Civil Liberties Union 50th Anniversary Gala and the New York State Bar Empire Justice Award for Pro Bono work. We right wrongs - any injury, accident or harm whatsoever - and focus on helping people vindicate their rights to be free from unreasonable government intrusion . The Law Offices of Cory H. Morris focuses on helping individuals facing addiction and criminal issues, accidents and injuries, and, lastly, accountability issues.

Dan Casey, CCIM, is a real estate professional with over twenty-five years of commercial real estate management, brokerage, and development experience. His broad-based expertise enables him to provide clients with a comprehensive investment strategy and to achieve clearly defined goals and objectives. Dan has brokered commercial property acquisitions and dispositions and has provided underwriting and due diligence advisory services on property and portfolio transactions in excess of $500 million. He has represented commercial property owners and tenants in over 70 lease transactions, totaling 510,000 square feet. He has managed complex property acquisitions and successfully implemented distressed real estate workout and repositioning plans. He has managed institutional-grade property portfolios totaling 3.7 million square feet, and his project management experience includes over $46 million in new construction and capital improvement projects, as well as 55 tenant improvement projects, totaling 320,000 square feet of office and retail space. Dan is a Certified Commercial Investment Member (CCIM), served as President of the CCIM Florida Chapter's East Coast District in 2017 and 2018, and is an active member of the Realtors Commercial Alliance (RCA) of Palm Beach, Broward, and St. Lucie Counties. Specialties: Core competencies include Asset and Property Management, Leasing and Investment Sales, Property Development, and Project Management.

David Feather is a Insurance Property and Casualty who works at Great Florida Insurance of Coral Springs

Doug Bressler is a Printer who works at Image Plus Graphics

Alliance Business Solution (https://www.alliancebusinesssolution.com/) is a business concierge company that facilitates capital readiness, empowering its clients to meet challenges and opportunities head-on with confidence and optimism. We have the ability to conduct business nationwide and are industry agnostic, which in turn allows us to act as a conduit for urgently needed working capital for businesses that didn't fit traditional banking lending guidelines.

I have focused my legal practice on estate planning for more than twenty-five years, which includes the drafting and administration of wills and trusts as well as probate administration. Where I differ from most other attorneys in this area is that I do not concentrate my practice on the documents themselves, but rather on the client relationship and on the message that the client wants to leave behind. I have also assisted many families who have relocated to Florida with updating their estate plan to take advantage of Florida laws. Additionally, I have served as Of Counsel to other law firms representing individuals and businesses in connection with the establishment of comprehensive asset protection plans that incorporate both domestic and international components. I served on the committee that drafted the amendments to the Nevis Trusts and limited liability company laws. I graduated with a B.A. from the Florida International University and went on to receive my law degree from New York Law School in 1992 and Masters in Law (LL.M.) in the Heckerling Program in Estate Planning from the University of Miami, School of Law in 1993. I am currently admitted to the New York and Florida bar. Since 2010, I have served as an adjunct professor at Florida Atlantic University teaching Trusts, Estates and Probate for the Legal Assistant Program.

Ira Hecht is a Attorney Business who works at Business & Technology Law P.A.

Jacob Henwood is a Insurance Life Health and Disability who works at Northwestern Mutual

Joanne Dee is a Banker who works at Citizens Bank

At Boutique Property Management, we operate on our core values of Reliable, Responsive and Respectful Relationships. We personalize our management style and value our staff and our clients as people. We are actively involved in community association management, working with the Achievement Center, Art in the Alley Project, and are a part of the Neighborhood Improvement Committee. With 20 years of experience in the community association field, we continue to grow responsibly while maintaining long term relationships with our communities, employees, and vendors in South East Florida.

Leland Talcott is a Attorney Real Estate who works at Law Offices of Leland Talcott

Matthew Matza is a Cable Services who works at M2 Wiring

Nichole Tarallo is a Insurance Medicare who works at The Medicare Consultants

With over 24 years of experience in the tech and software industry, I’ve honed a client-centric approach that prioritizes exceptional service and consistently exceeds client expectations. My career is built on a proven track record of applying successful sales strategies to address customer pain points and deliver effective solutions. Throughout my journey, I’ve developed a deep expertise in Sales Strategy, Leadership, Partner Relationship Management, Go-to-market Strategy, SaaS, and Cybersecurity. Leveraging this extensive experience, I’ve now transitioned into the role of a Strategic - Partner at Schooley Mitchell. At Schooley Mitchell, I specialize in cost-reduction consultations across a variety of essential business services, including telecom, SaaS, utilities, fuel, and shipping-related expenses. To date, our efforts have saved over $600 million for more than 28,000 clients. By uncovering areas where companies are being overcharged, I help businesses reinvest these savings into their core operations, achieving sustainable growth and ensuring predictable vendor costs. I believe every business deserves to pay fair rates, receive the services they’re paying for, and experience the peace of mind that comes from running efficiently and effectively.

Shana McLaren is a seasoned real estate professional in beautiful, sunny SE Florida, specializing in residential real estate for her Seller's and Buyer's needs in Broward and Palm Beach County. Shana's strong market knowledge and her unparalleled professional sales track record paired with her transparent strong negotiation skills has made her an expert in the evolving SE Florida housing market. To achieve this requires unyielding tenacity for creativity and thoughtful consideration in all matters that result in successful sales transactions and happy clients who become friends. Shana is proud and grateful to call SE Florida home. We have so many amazing benefits to living in SE Florida and Shana loves to share and help her clients to find the best properties in what she feels is one of the best areas to live in the nation! Referrals are the best compliment!

Steve Stewart is a Insurance Commercial who works at Ava D Stewart Insurance & Financial Services Inc

Steven Scop is a Information Technology Consulting who works at Visibility One

Tammy Sirmons is a Elder Care Consultant who works at Gracefully at Home Caregiving

-eCommerce Specialist with 12+ years' corporate experience -Offering high-level Strategic eCommerce Consulting Services -Offering Full-Service Amazon, Walmart, Etsy, and eBay Store Setup & Management for Passive Income! -Ideal client: existing brands in need of strategic guidance, or your average Joe who wants to start their own ecommerce empire that generates passive income -Disclaimer: I am NOT a marketing agency