Mike specializes in building wealth and managing retirement income for his clients, and he utilizes a process-driven approach to deliver holistic financial planning services. Mike is a current member of TAG Advisors Investment Committee, a branch that oversees 6 billion dollars in client assets.
Mike is an active leader in the community, holding several key roles. He is Vice President of CCA Florida, a 19,000 member organization. He serves as President of the Coastal Conservation Association (CCA) of Broward County and sits on the Executive Board for CCA Florida. He also holds a Board Seat for CCA National, a 150,000 member organization. Mike sits on the Board of Adjustment for the City of Fort Lauderdale, and is a proud graduate of Leadership Broward Class 37. Mike attended Florida State University, which is where he obtained his Bachelor of Science degree in Economics. In his free time, Mike enjoys spending time outdoors and on the water.
Phone: +1 (954 ) 849-1212
Steve has 35 years of experience in the financial industry. He has worked within both the banking and brokerage sectors. Steve helps his clients meet their individual needs by creating customized investment portfolios for both growth and retirement. These portfolios are uniquely created for each client, and Steve monitors them on an individual basis—they are not handed off to a third party management firm, nor put into package products.
In September 2015, Steve and his family along with other families started Downtown Harbor Church in the City of Fort Lauderdale. He is a trustee on the board, and his family actively works and serves at the church. Steve resides in Plantation, Florida with his family and wife Pam. He is an avid golfer, enjoys reading, and loves to travel.
Phone: +1 (305) 639-0247
Marissa Cisneros Enriquez,
Marissa has worked with the most recognized investment firms in the U.S. Her career began at American Express as a financial advisor in 2006. Throughout her career, Marissa has worked for several global investment leaders: notably Citi, Smith Barney and Morgan Stanley. Her experience with larger scale firms led her to share KLW’s vision of a client-first boutique firm.
Her diverse background, fluency in Spanish, and industry training enables her to provide solutions to help clients achieve their individual long-term goals. Marissa places the utmost importance on client service and meeting client needs in a timely manner.
Marissa currently resides in Pinecrest, Florida. She enjoys boating, traveling and spending time with her family. She is an active member of her community and enjoys being a part of the Camillus Casserole project to feed the homeless.
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