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

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investments

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, Fordham University, 1962
  • Baruch College - CUNY - Graduate School of Business 1972

Awards & recognition

  • Five Star Wealth Manager, 2012-2014

Community participation

  • Caroline House, Board Member 2001-2007

Interests

Other interests include: sports, theater and the arts.