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 credentials and bringing 30 years of industry experience. He has previously worked at firms including JPMorgan Securities LLC and Suntrust Investment Services. Outside of his advisory role, he is the managing partner of Pieces of Peace, LLC, a retail online clothing business. Kaufman Rossin Wealth is a seven-advisor team managing approximately $303 million for around 191 clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach with broad diversification and integrates related professional services including accounting and insurance.

Maria Elizabeth Lacasa is a CFP® and holds a Series 66 license with 19 years of industry experience. She is a senior wealth advisor at Kaufman Rossin Wealth, LLC and has previously worked at firms including ACP Securities LLC, IFB Wealth Management, LLC, and Mercantil Commercebank. Lacasa also serves as an adjunct professor at Miami Dade College, where she teaches basic finance courses. Kaufman Rossin Wealth is a seven-advisor team managing approximately $303 million for about 191 clients, offering investment management, financial planning, and employee benefit retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach with broad diversification and integrates related professional services and client education through its affiliation with the accounting firm Kaufman, Rossin & Co.

Thomas Pelham Jr. is a CFP® with six years of industry experience, currently serving as an advisor at Kaufman Rossin Wealth, LLC since 2019. He has prior experience at Totalbank and holds leadership roles outside of investment advising as a principal in business consulting at Kaufman, Rossin & Co. and president of KR Financial Services, an affiliated insurance agency. Kaufman Rossin Wealth is a seven-advisor team managing approximately $303 million for nearly 200 clients, offering investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach emphasizing asset allocation and diversification, and integrates related professional services, including accounting and insurance, with a focus on client education and communications.

Darin Schatzman is a financial advisor with Kaufman Rossin Wealth, LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at NFP Securities, Inc., Gallagher Benefit Services, and Triad Advisors. He is currently associated with Lion Street Financial as well. Kaufman Rossin Wealth is a seven-advisor team managing approximately $303 million for around 191 clients, serving individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach focused on asset allocation and diversification, supported by third-party model portfolios and sub-advisors, and integrates related professional services including accounting and insurance.

Ashlea Ayer is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving as an advisor at Kaufman Rossin Wealth, LLC. She has held roles at multiple firms including Truist Bank and Lion Street Financial. Outside of her advisory work, she is a silent member in several real estate holding companies with her husband. Kaufman Rossin Wealth is a seven-advisor team managing approximately $303 million for individuals, trusts, charitable organizations, and businesses. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing asset allocation and diversification, and integrates financial planning with related professional services such as accounting and insurance.

Michael Cantero is a financial advisor at Kaufman Rossin Wealth, LLC in Miami, FL, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Seaview Investment Managers and Best Meridian Insurance Co. He is also an insurance advisor with KR Financial Services, a related insurance agency. Kaufman Rossin Wealth is a seven-advisor team managing approximately $303 million for individuals, trusts, charitable organizations, and businesses. The firm provides investment management, financial planning, and employee benefit retirement-plan advisory services, utilizing a Modern Portfolio Theory-based, buy-and-hold investment approach with broad diversification and third-party model portfolios.