Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Qualifications

  • Series 7

Education

  • B.A. Economics with honors, UC Davis, CA, 2001.

Awards & recognition

  • Ameriprise Circle of Success, 2016
  • Ameriprise Client Experience Award, 2020

Professional associations

  • San Francisco Chamber of Commerce

Previous experience

  • ML Stern & Co, Financial Advisor, 2001-2008
  • Southwest Securities, Financial Advisor, 2008-2015

Interests

-Traveling the world

-Spending time with my son, Zev