Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Investments

Qualifications

  • Series 7, Series 63

Education

  • Fairleigh Dickinson University, BS International Trade
  • Bernard Baruch Graduate School, CUNY MBA International Marketing

Previous experience

  • Oppenheimer & Company, 2002 - 2016
  • Tucker Anthony, 1998 - 2002
  • Alex Brown & Company, 1996 - 1998
  • Legg Mason, 1990 - 1996

Community participation

Local synagogue Israel Action Committee

Interests

  • Travel
  • Politics
  • Current events