Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance

Education

  • Tufts University: BA, History and Political Society September, 1993-May, 1997
  • Bar Ilan University: MBA, Finance and IT 1999-2000

Interests

I am passionate about the markets and enhancing my knowledge about financial management. Through extensive reading, industry events and professional development, I strive to deepen my capabilities on an ongoing basis. I am a sports enthusiast and play an active role on all of my children's teams. Baseball and hockey are my family's favorite sports and my children are involved in both of them. More than anything else, my family is a treasure and helping my children grow, succeed, and understand the world around them is a top priority. My wife and I make every effort to encourage their curiosity and nurture their development.