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
28
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
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Estate Planning Strategies

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • B.S. Business & Economics - State University of New York at Oneonta
  • Minor in Finance - State University of New York at Oneonta

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015
  • Ameriprise Client Experience Award, 2020-2022

Previous experience

  • Financial Advisor, Morgan Stanley, 1999-2012, Paramus, NJ
  • Financial Advisor, Merrill Lynch, 1996-1999

Community participation

Board Member at the Gerrard Berman Day School in Oakland N.J.

Interests

  • I enjoy spending time with my family.
  • I am actively involved as a coach in the Yavneh Youth League, a Paramus, NJ based Little League program .
  • Skiing
  • Fishing
  • Auto Enthusiast
  • Traveling