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
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CIMA® Certified Investment Management Analyst®
  • AAMS™ Accredited Asset Management Specialist™
  • CMFC™ Chartered Mutual Fund Counselor™
  • CLTC® Certified Long Term Care
  • JD Doctor of Law
  • Series 7

Education

  • Bachelor of Arts, Psychology, University of Miami, Miami, Florida
  • Bachelor of Science, Law, Glendale College of Law, Glendale, California
  • Masters of Science, Financial Planning, College of Financial Planning, Centennial, Colorado
  • Doctorate of Law, Law, Glendale College of Law, Glendale, California

Awards & recognition

  • Ameriprise Circle of Success, 2017

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

Community participation

Member of the Boca Raton Regional Hospital Professional Council

Past Director & Present Member of The Greater Boca Raton Estate Planning Council

National Day of Service

Post Chairman of the Florence Father Foundation Committee

Interests

*Salt Water Aquarium

*Exercise

*Travel