Kaufman Rossin Wealth, LLC

David Liska is a financial advisor with Kaufman Rossin Wealth, LLC in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked at firms including Suntrust Investment Services, JPMorgan Securities, and Innovation Partners, and is the managing partner of Pieces Of Peace, LLC, an online retail clothing business. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, offering investment management, financial planning, and employee benefit plan advisory services. The firm’s investment approach is based on Modern Portfolio Theory and a buy-and-hold philosophy, employing diversified asset allocation and ongoing portfolio monitoring.

Maria Elizabeth Lacasa is a CFP®-certified financial advisor with 20 years of industry experience, currently serving as a Senior Wealth Advisor at Kaufman Rossin Wealth, LLC. Her prior experience includes roles at ACP Securities LLC, IFB Wealth Management, LLC, and Mercantil Commercebank. In addition to her advisory work, she is an adjunct professor at Miami Dade College, where she teaches basic finance courses. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, offering investment management, financial planning, and employee benefit plan advisory services. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach, utilizing diversified asset allocation, third-party sub-advisors, and regular client reporting.

Thomas Pelham Jr. is a CFP® with seven years of industry experience, currently serving as an advisor at Kaufman Rossin Wealth, LLC since 2019. He has prior experience with Totalbank and holds a leadership role as president and licensed insurance agent at KR Financial Services. Pelham also acts as a principal in business consulting at Kaufman, Rossin & Co. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans by providing investment management, financial planning, and employee benefit plan advisory services. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, utilizing third-party sub-advisors and platforms to support diversified asset allocation and ongoing portfolio management.

Darin Schatzman is a financial advisor at Kaufman Rossin Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NFP Securities, Inc., Gallagher Benefit Services, and Triad Advisors. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, offering investment management, financial planning, and employee benefit plan advisory services. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, diversified asset allocation, and ongoing portfolio monitoring.

Ashlea Ayer is a CFP® professional with 13 years of experience in financial advisory roles. She is currently with Kaufman Rossin Wealth, LLC and has previously worked at Truist Bank and its affiliated investment and advisory services divisions. Outside of her advisory work, she is a silent investor in several family real estate holdings. Kaufman Rossin Wealth, LLC serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans by providing investment management, financial planning, and employee benefit plan advisory services. The firm employs a buy-and-hold investment strategy based on Modern Portfolio Theory, utilizing diversified asset allocation and written investment policies, while incorporating third-party sub-advisors to manage client portfolios.

Michael Cantero is a CFP® professional with four years of industry experience, currently serving at Kaufman Rossin Wealth, LLC in Miami, FL. His prior roles include positions at Seaview Investment Managers and Best Meridian Insurance Co. He also works as an insurance advisor at KR Financial Services, a related entity. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans by providing investment management, financial planning, and employee benefit plan advisory services. The firm employs a diversified, Modern Portfolio Theory-based investment approach with a buy-and-hold philosophy and utilizes third-party sub-advisors and platforms to support portfolio management.