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
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Family Finances

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

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

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Envisage Wealth, Columbus Business First Best Places to Work, 2022
  • Envisage Wealth, Forbes Best-in-State Wealth Management Teams, 2023

Professional associations

  • Young Jewish Columbus
  • Gentlemen's Entrepreneurial Network

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.

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.