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
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
  • Estate Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies


  • Series 7

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

Community participation

  • Member, Boca Raton Chamber of Commerce
  • Member, Boys Town of Jerusalem
  • National Day of Service


  • Surfing - I have been lucky enough to surf off gorgeous beaches all over the world such as California, Nicaragua, and Mexico. My goal is to surf The North Shore of Hawaii and Montauk, NY, but I still love my home town of Sebastian, Florida for great waves.
  • Music - I write, sing, and perform alternative folk music at open mike nights at Dada Lounge in Delray Beach, Surf Cafe in Boca Raton and Churchill's in Miami. Inspiration: The Smiths.
  • Cook - Asian, Middle Eastern.
  • Animal Lover - will return to volunteering at The Davie Ranch to work with injured and abandoned horses.
  • Horseback Riding - started at age 11 in Kentucky and haven't stopped yet.