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
45
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Small Business

Qualifications

  • FINRA Series 7, 63 & 65 State of Illinois Insurance License

Awards & recognition

  • Definitive Wealth, Ameriprise Client Experience Award, 2020-2023

Previous experience

  • Vice President, Morgan Stanley, Chicago, IL, 2008-2017
  • Sr. Vice President, UBS, Chicago, IL, 2004-2008

Community participation

Bodhi Spiritual Center

Am Yisrael Synagogue

Interests

Spending time with family and making a positive impact in my community.