Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA Certified Public Accountant

Education

  • BA, Psychology, University of Pennsylvania, Philadelphia, PA
  • MBA, Accounting, New York University, Graduate School of Business, New York, NY

Interests

Golf, Tennis, Exercise, Family, & Music

Community participation

Boca Raton Helping Hands

Previous experience

  • Wachovia Securities, 2003-2006
  • Ameriprise Advisor Services, 2006-2009
  • Ameriprise Financial Services, 2009-2011
  • Morgan Stanley, 2011-2020