Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Family Finances
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BSBA in Finance with a specialization in Investment Management from The Ohio State University

Interests

  • I enjoy spending time with my friends and family.
  • I am an avid runner and bike rider.
  • I also enjoy traveling as much as I can.

Community participation

  • Active member of the Jewish community in central Ohio.
  • I currently serve as a board member of the Chabad House in downtown Columbus, Ohio.
  • I am a yearly Pelotonia participant.

Professional associations

  • Young Jewish Columbus
  • Gentlemen's Entrepreneurial Network