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

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Family Finances
  • Intergenerational Planning


  • FINRA Series 7, 31, Uniform Combined State Law Examination - Series 66
  • Life, Health & Variable Contracts


  • BA / Journalism / Walter Cronkite School of Broadcasting /Arizona State University - Phoenix, AZ

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Professional associations

  • Arizona State University Alumni Association
  • Chamber of Commerce, Arizona

Previous experience

  • Financial Advisor, Ameriprise Financial Svcs , Scottsdale AZ, 2018 - Present
  • Financial Advisor, Wells Fargo Advisors, Scottsdale, AZ / Margate, NJ, 2009 - 2018
  • Financial Advisor, Citigroup Global Markets, Scottsdale, AZ, 2002 - 2009
  • Financial Advisor, Morgan Stanley DW, Inc, Purchase, NY, 1999 -2002

Community participation

I am passionate about sports and have volunteered my time to coach over 90 youth teams in 8 different sports organizations including the following

  • Guadalupe Little League
  • YMCA
  • Margate Little League
  • Boys & Girls Club of America
  • North Valley Wrestling Club
  • Jewish Community Center


1) Family

2) Career

3) Community