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
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

Qualifications

  • Series 4 Licensed
  • Series 7 Licensed
  • Series 8 Licensed
  • Series 24 Licensed
  • Series 63 Licensed
  • Series 65 Licensed
  • Florida Life, Health and Variable Annuity Licensed
  • Non-resident insurance licensed: CA, GA, SC, MA, NC

Education

  • University of Florida 1989
  • Bachelor's of Science, Business Administration - Finance

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2013

Professional associations

  • University of Florida Alumni Association
  • Carrollwood Area Business Association
  • North Tampa Chamber of Commerce

Community participation

I have served on the board of directors for the Gasparilla International Film Festival in Tampa. The mission of the organization is to promote independent film and bring culture to the area. I am also involved with the Men's Club of Temple Beth Am in Carrollwood, engaged in event planning and fund raising. I am also seeking further involvement with the Tampa Jewish Federation and ongoing Jewish community events.

Interests

I believe family activities are very important. Sporting events, Theme parks and outdoor activities are things we enjoy. Additionally, personal interests including scuba diving and racquetball are among the favorites with my clients and myself. As an instrument rated private pilot, I connect with others in the aviation community often for business and comaraderie.