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

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Family Finances
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • FINRA Series 7, 24, 63, 65 and Life and Health Insurance

Education

  • Bachelor of Arts in Business Administration - University of Washington 1979 - 1983

Interests

I love the great outdoors, especially Puget Sound beaches and everything Seattle has to offer.

I also believe in directly impacting society. In 2010 and 2011, I was a foster parent for a young man and guided him through his high school graduation.

Community participation

Since January 1st, 2019 I have had the honor of serving as President of Congregation Ezra Bessaroth Synagogue in the Seward Park neighborhood.

From 2012-2015 - I served as the president of the Washington State Jewish Historical Society. During that time, we launched numerous programs and captured compelling stories from years gone by.

From 2005-2007 - I served on the board of the Municipal League, a non-partisan voter advocacy group.

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2015, 2016, 2017, 2019, 2020

Previous experience

  • Financial Advisor, MassMutual Financial Group, 1996 - 2015
  • Linsco Private Ledger, 1993 - 1996
  • EF Hutton/Shearson/Smith Barney, 1984 - 1993