My Approach

I work with my clients to design a personal financial plan around their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both everyday and long-term financial goals, and is personalized to meet the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

More...

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

Areas of Focus

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

Experience

20

Awards & Recognition

  • Ameriprise Circle of Success, 2010

Qualifications

  • Certified Financial Planner™ practitioner
  • Associate Vice President
View Definitions

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

My Videos

More...

My PhotosShow Thumbnails

My daughter, Alexis.

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.