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My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

Music, Movies,spending time with my wife, family and friends. Playing the guitar.

Community Participation

*Former US Army Officer served during Desert Storm,Awarded US Army Commendation Medal With Oak Leaf Cluster

*Professional Advisory Commitee US Holocaust Museum

*American Legion

*Toastmasters International

*Serves on Endowment and Investment Commitee of The Grand Lodge of Florida Free and Accepted Masons

*Past Master and Member of Coral Springs Masonic Lodge

Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2012

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Queens College of The City University of New York BA
  • Florida Atlantic University Certificate in Financial Planning

Files for Download

My Videos

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My Photos Show Thumbnails

Volunteering at The 20th Anniversary Tour for The US Holocaust Memorial Museum.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.