Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Family Finances
  • Intergenerational Planning
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • 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


1) Family

2) Career

3) Community

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

Professional associations

  • Arizona State University Alumni Association

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