About Us

Chana Aliza Borgman, CFP®, has 18 years of experience in wealth management, private banking and comprehensive financial planning. She uses a holistic, intuitive approach to guide clients in clarifying their financial goals and...

Dave has more than 16 years experience offering comprehensive financial planning to a wide range of clients. He currently holds FINRA Series 7, 24, 28, 53, 63 and 66 licenses as well as a Florida Life, Health and Annuity Agent License...

Michele brings more than 30 years of experience in the disability income insurance arena.  She is a resource for our team in offering strategies to help maximize income protection for individuals, businesses and employee benefits working...

Pat serves as a resource to Wisdom Wealth Management on the structuring of sophisticated insurance strategies for high net worth and ultra high net worth clients. His specialities include the use of trusts and corporate structures in...