Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet the Team

The team behind Singer Wealth is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Keith Singer JD, CFP®
President

Keith Singer was born in Philadelphia, Pennsylvania. He started his first business — selling soft pretzels — at the age of 11.  In 1992, he earned his finance degree from The Pennsylvania State University where he also was a finalist in the AT&T Investment Challenge and started (and sold) a successful house-cleaning business.

As he was growing up, his mother tried to encourage him to become a doctor.  Since he exhibited very little interest in subjects like biology and chemistry, Singer resisted his mother's influence to study pre-med but ultimately they reached a compromise: He would become a lawyer instead of a doctor. By the time Singer was attending law school he realized that he loved South Florida and wanted to reside there. He is a cum laude graduate of the University of Miami School of Law.

As an attorney, Keith Singer helped clients with probate disputes and realized that as an attorney he could only try to fix people's problems but if he could help them plan properly, he could help them avoid problems altogether. Therefore, he decided to become a Financial Planner. Since 1996, Singer has been advising clients how to tax efficiently grow, preserve and distribute their wealth. In 2000, he obtained his board certification (CFP) from the Financial Planning Board of Standards.

For the first ten years of his career, Mr. Singer focused on helping younger clients plan for their future retirements. Since then, his practice has shifted to working with those in or near retirement. He continues as an active member of the Florida Bar Association, drafting wills, trusts and estate-planning documents for his clients. He also advises his clients on a variety of asset protection, income taxation and estate-planning issues.

Keith Singer has been quoted in The Wall Street Journal, U.S. News and World Report, Money Magazine, Business Week, Kiplinger and The New York Times as well as appearing on NBC, ABC, CBS, and CNBC.

Mr. Singer has become active donor to several local philanthropies including JAFCO an organization dedicating to serving underprivileged, neglected and disabled children.   Singer Wealth has served as the presenting sponsor for JAFCO's annual gala each year since 2013 helping the organization raise over $5 million dollars during that span. He and his wife Mishelle reside in Hollywood FL and Margate NJ with their four children.

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Roy Rosner
Investment Advisor Representative

Mr. Rosner earned a Bachelor of Science, Electrical Engineering from The Cooper Union, a Master of Science, Electrical Engineering from Syracuse University, and a Masters of Engineering Management from George Washington University. He served as a telecommunications engineer for more than 35 years, retiring at age 55 as a senior vice president at AT&T.

He started his career on the staff of the prestigious Bell Telephone Laboratories in Holmdel, New Jersey where he did pioneering research on optical (laser) communications and high-speed data communication. He then joined the U.S. Defense Department, Defense Communications Agency in Reston, Virginia, where he did and led innovative research on high speed data communications and the packet switching technology which underlies the entire Internet and World Wide Web. Based upon his innovative research, he wrote and published the best-selling text book “Packet Switching: Tomorrow’s Communications Today” and went on to subsequently publish four additional books. Upon leaving the employ of the U.S. Government, Mr. Rosner became Vice President of GTE Corporation, at that time the number two telecommunications company behind AT&T. At GTE Mr. Rosner extended the work done at the Defense Department to civilian/commercial telecommunications networks and services. GTE merged with Sprint Corporation, creating GTE-Sprint, eventually being renamed Sprint, one of the few telecommunications companies that existed in the 1980’s that still exists today.

After leaving Sprint Mr. Rosner became President and CEO of GSI-Danet, Inc., the U.S. operations of one of Europe’s premier communications software companies. He then joined Cable and Wireless Inc, as Vice President for Global Messaging, with offices in both Virginia and London. After several years of trans-Atlantic commuting, Mr. Rosner joined a startup company, Teleport Communications Group (TCG) where, as senior Vice President he created a wide variety of fiber-optic, ultra-high-speed data communications services. Soon after TCG was acquired by AT&T, Mr. Rosner retired to Florida. Since retiring from corporate life Mr. Rosner has operated Futureproof Consulting, providing consulting services to former employers, high tech startups, telecom equipment manufacturers, and internet service companies. Beginning in 2008 Mr. Rosner’s consulting expanded to include Financial Services Consulting where he used proprietary software that he developed and improved since 1983 to assist a variety of clients to analyze complex financial issues, determine rates of return, and develop historical statistics of various investments.

After earning a FINRA Series 65 Investment Adviser Representative License as a natural extension of Mr. Rosner’s investment and financial management expertise, he formed Futureproof Finances, LLC, which was a Registered Investment Advisor in the state of Florida.

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Steven E. Trachtenberg 
 Investment Advisor Representative

Steven is committed to educating, involving and motivating clients to help them take control of their financial futures.

Steven attended the University of Maine, where he studied both business finance and business administration.  His career in the financial industry began at PaineWebber and Company, a NYSE listed brokerage firm.  He has always enjoyed providing advice and financial solution suggestions to clients who are approaching or are in retirement.

Steven has lived in Boca Raton, Florida since 1998.  When not working, Steve spends time with his wife, Melissa, and their three children Ava, Mina and Dylan.  He enjoys golf, traveling, tennis, reading, cooking, and theatre and is an active member of his temple in Boca Raton.

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Janyl Smith, JD LLM 
Investment Advisor Representative

Janyl earned her Bachelor of Science from South University as well as her Juris Doctor and Master of Laws in Taxation from University of Miami School of Law. Unable to envision being married to court motion calendars, Janyl returned to her financial industry roots and decided the most rewarding way for her to leverage her education and training would be through working with families, professionals, and entities to implement comprehensive wealth planning strategies.

Janyl has 12 years of experience in the financial services industry. She began her career working in the defined contribution plan (i.e. 401(k) plan) space, and from there transitioned to working with pre-retirees and retirees on financial, income, and legacy planning strategies. Prior to joining Singer Wealth Advisors, Janyl was employed at Morgan Stanley where she worked with entities and individuals to help them achieve their financial goals.

Janyl is a member of the Florida Bar in good standing. Her legal training allows her to provide her wealth management clients with a unique perspective as it relates to their financial planning. As an attorney, Janyl practices estate planning. Her advanced tax specialization and understanding of issues related to wealth transfer tax, tax planning for non-U.S. citizens, tax planning for high net worth individuals, and other advanced planning areas, serves her clients well in their legacy planning endeavors.
Janyl resides in Hollywood with her husband, Marvin, who is an orthopedic surgeon with the Memorial Healthcare System Division of Orthopedic Surgery and Sports Medicine. The Smiths are proud parents to a daughter, Summer. Janyl is an avid reader and writer and has been published in the law review she once served as Editor-in-Chief.

In her free time, Janyl likes to paint as well as be active and outdoors with her family. They particularly enjoy attending NFL and University of Miami football games, tennis, golfing, flag football, and skiing.

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Charles-Landry

Charles LandryInvestment Advisor Representative

Charles joined Singer Wealth as a Summer intern in 2021 and continued working with Singer Wealth during his Senior year.  He graduated from Florida State University in 2022 with a dual degree in Finance & Marketing.  Upon graduation, Charles became a registered Investment Advisor Representative for Singer Wealth Advisors, LLC. 

Ever since a young age, Charles has had a goal to help as many people as possible improve their financial life. With the wide variety of investment vehicles that Singer Wealth offers, Charles is excited to turn his goal into reality.  

Charles resides in Boynton Beach, Florida. Growing up in South Florida, he enjoys spending time at the beach, fishing, reading, and working out.

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Brett Maggard
Investment Advisor Representative

Brett is a native Floridian who resides in Tampa Bay. He takes pride in building long term relationships and being a man of his word. Brett will never forget being a teenager when the 2008 market crash caused his family to lose their business and more than 70% of their assets. He never wants to see any family go through the financial hardships he experienced. That is why his passion is to help his clients achieve their life ambitions no matter what happens in the economy and stock market.

What makes Brett different is his keen awareness that everyone views money differently and has their own unique goals and objectives. His practice involves a lot more than just managing investments. He advises clients how to tax efficiently grow, preserve, and distribute their wealth. In his words “Retirement planning involves everything from your health to your wealth.” That is why Brett and or our team help clients with everything from Medicare and long-term care to investment advice and estate planning.

Brett earned his bachelor’s and master’s degrees in business administration while playing division I baseball at Florida Atlantic University. He was drafted to play professional baseball by the Philadelphia Phillies, but injury ended that dream and propelled him into his passion of helping others be financially secure. He went out and earned his Series 65 license to become an investment advisor representative giving him the fiduciary responsibility to always do what is in his client’s best interest.

When Brett is not helping clients, he enjoys spending time with family and friends, playing sports, watching sports, going to church, and enjoying the beautiful beaches of Florida.

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Jacob Butler
Planning Advisor

Jake grew up in the suburbs of Philadelphia, Pennsylvania. After graduating from the A.B. Freeman School of Business at Tulane University as a Finance and Management major in 2021, Jake passed his FINRA licensing exams including the SIE, Series 7, Series 63, and Series 65.

Prior to joining Singer Wealth in 2023, Jake worked at TIAA (Teachers Insurance and Annuity Association) as a Financial Services Consultant and a Client Services Manager. In these roles, he worked with individuals and institutions to assist in providing lifetime retirement income.

Jake prides himself on his diligent and analytical mindset. Committed to providing exceptional service, he utilizes his deep understanding of investment products and strategies to support all clients and help in achieving their financial goals.

Outside of work, Jake loves spending time with his family and friends. He is an avid Philadelphia sports fan and enjoys playing golf and ice hockey.

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Christi Coffman
Chief Operations Officer

Christi joined the Singer Wealth team in 2016. She has spearheaded the development and operation management of the Registered Investment Advisory division. She focuses on organizational structure, strategy design, and plans and procedures for operational efficiencies. Christi launched the Singer Wealth client portal utilizing industry leading performance technology. Christi’s priority is client satisfaction and promoting a strong efficient company culture.

Prior to Singer Wealth Christi found her passion in Wealth Management in 2003 when she began her career as a Registered Investment Advisor with a West Coast CPA/Wealth Management firm. She had an integral role in building the Wealth Management division from its early inception. During her nine years with the firm she managed all operations, including onboarding & servicing client relationships with high net worth and institutional retirement plans. She specialized in the development & employment of financial/investment plans with an emphasis on tax efficiency. Christi held a seat on the investment committee as the lead analyst for investment selection, review, & implementation.

Christi obtained her Master of Business Administration from the University of Redlands, with an emphasis in Finance. Her passion outside of work is spending time with her family while exploring the outdoors. She enjoys boating, fishing, and all water sports.

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Michael-Lavi

Michael LaviChief Investment Officer

Michael joined the Singer Wealth Team as the Chief Investment Officer in 2023.  He has an extensive background with domestic and international portfolio management across asset classes, deep research and securities analysis capabilities, and tested risk management skills.

He has worked with GIC, the Sovereign Wealth Fund of Singapore managing $2.5 billion across credit and equities and produced above market returns during his tenure with far less volatility than the equity market. Prior, he was a Vice President and Research Analyst at Oaktree Capital Management, under Howard Marks, where he honed and refined his investment process and approach. There he analyzed and invested in consumer and technology companies globally for the fund with an independent and contrarian approach, identifying and successfully investing in multiple long-term secular trends. He started his career as an investment banking analyst for Goldman Sachs & Co., advising companies on their strategic alternatives including mergers & acquisitions and equity/debt financing.  

Michael earned his Bachelor’s degree in Finance from the Leonard N. Stern School of Business in 2011 with high honors (magna cum laude).

Michael was born and raised in New York, but now lives in Hollywood, Florida and enjoys Judaic studies, fitness, and spending time with his family. 

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David FriedlandInvestment Advisor Representative

David Friedland grew up in South Africa and emigrated to the USA in 1990 to pursue a degree in Finance from the University of Miami and play tennis collegiately for the University of Miami. After graduating with a degree in Finance, David obtained his law degree from the University of Miami. After law school, David joined a large multi-national hedge fund firm located in Florida and worked as in-house counsel and held that position for 25 years. During that time, his responsibilities included, amongst other things, handling of all legal matters related to the investment and compliance of the business. In 2023, David joined Keith Singer, P.A. to assist in drafting of wills, trusts and other matters relating to estate planning and transfer of wealth for its clients. David is also a Private Wealth Advisor, and David’s experience in the financial industry for the past 27 years provides David with the knowledge as to the types of financial assets at the center of estate planning.

David received a BBA in Finance cum laude from the University of Miami in 1993, and a JD (law degree) magna cum laude from the University of Miami in 1996. David played tennis for the University of Miami, and as an Academic All-American from 1990-1993 in each year he played. David is a member of the Sigma Phi Epsilon fraternity.

When David is not working, he enjoys playing tennis and golf, and is an avid sports fan. David lives in Hollywood, FL and is happily married with 3 children.

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Daniel MontanoInvestment Advisor Representative

Dan serves the Tampa community and is committed to guiding individuals through their retirement journey with expertise and care. With over a decade of experience in financial planning, Dan possesses core values of faith, family, and humility. He embarked on his career at an early age driven by a passion for helping others secure their financial futures.

Dan holds a bachelor's degree in Ministerial Leadership from Southeastern University. It was here that he cultivated a deep understanding of the significance of humility and faith in all aspects of life, values he integrates seamlessly into the financial advice that he provides.

Dan's services as an investment advisor representative extend across a spectrum of financial needs, including Medicare Education and Planning, Income Planning, Investment Planning, and Estate Planning.  With a steadfast commitment to his clients' financial well-being, Dan is dedicated to helping everyone achieve their unique financial goals with confidence and clarity.

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Leah Trietiak, CRPC®Investment Advisor Representative

Leah has been providing holistic financial planning services to retirees, pre-retirees, and business owners since 2005. She began her career at her father's boutique securities firm in South Florida and later gained valuable experience at UBS and Morgan Stanley.

Leah holds the Chartered Retirement Planning Counselor (CRPC®) designation, underscoring her commitment to helping families secure a brighter financial future. She believes that a well-crafted financial plan can make a significant difference in her clients' lives.

Leah's success stems from her genuine passion for building strong client relationships, treating each client as if they were part of her extended family. She is dedicated to giving back to the community and regularly volunteers for Hannah's Home of South Florida, a nonprofit organization helping young mothers succeed.

In her free time, Leah enjoys supporting her son, Wurth, at his football practices and playing beach volleyball. She shares a special bond with her boxer dog, Butkus, who has his own Instagram.

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Daniel PicoInvestment Advisor Representative

Daniel Pico began his financial career in 2003, starting in insurance sales and progressing to the role of Financial Advisor in 2007. He served as Director of Development for 11 years and achieved his Certified Financial Planner™ and Chartered Financial Consultant designations. In 2024, Daniel joined the Singer Wealth team, recognizing that his true passion is working directly with clients and being their most trusted resource.

 

Daniel specializes in crafting tailored financial plans, tax-efficient strategies, and wealth-building solutions to secure his clients’ financial futures. He is committed to providing his clients with peace of mind and helping them achieve financial abundance. Originally from New York, Daniel now resides in Weston, Florida. Outside of work, he is active in his community through the Rotary Club and enjoys spending time with his family, playing tennis, and biking.

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Nathan KalilPlanning Advisor

Nathan Kalil earned his degree in Accounting & Finance from St. Bonaventure University in 2014 and moved to South Florida after graduation, recognizing it as the ideal location for his personal and professional aspirations. His early career in the grocery industry laid the groundwork for his analytical and strategic skills, which he later applied in the financial services sector. His transition to wealth advising was driven by a passion for helping individuals and businesses achieve their financial goals through innovative and effective strategies.

He began his career in 2015 in accounting before transitioning to sales. During his time in the grocery industry, he effectively utilized arbitrage strategies to enhance profitability and business growth, gaining a solid foundation in financial analysis and business operations.

In 2020 Nathan decided his passion was helping people and made a change into wealth management at Northwestern Mutal. There he worked with a diverse range of clients to develop and implement comprehensive, tax-efficient financial plans. Midway through his tenure, he pioneered wellness programs for small to mid-sized businesses, significantly reducing taxes for business owners and offering valuable, cost-free benefits to employees and their families.

After an extensive stay with Northwestern Mutual, he made the decision to focus strictly on wealth management and advising. Nathan Joined Singer Wealth in 2024 where Nathan applies his extensive knowledge and skills in wealth management to develop complex financial strategies that elevate clients' financial security. His role involves creating tailored investment solutions and providing strategic advice to help clients achieve their financial goals.

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