My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • Spending time with my family is most important to me.
  • I enjoy getting together with close friends.
  • I also enjoy going out for dinner, movies, and all sports.

Community Participation

National Kidney Foundation

American Cancer Society

Experience

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Areas of Focus

  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Saving for Education
  • Women's Financial Strategies
  • Investments
  • Charitable Giving
  • Insurance
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Awards & Recognition

  • Ameriprise Circle of Success, 2010

Qualifications

  • Certified Financial Planner™ practitioner
  • Associate Vice President
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Education

  • University of Florida
  • College for Financial Planning

Professional Associations

  • Palms West Estate Planning Council
  • Jewish Business Partners - President
  • Winston Trails -Lake Nona Village HOA - President

Files for Download

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My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

My Videos(2 videos) X