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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Investment Management
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Insurance
  • Investments
  • Business Retirement Plans
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Education

  • BA Bachelor or Arts, Political Science, York College, of the City University of New York

Previous experience

  • Huntington Banks, Banking Office Manager, 1996-1998
  • Barnett Bank, Branch Manager, 1994-1996

Interests

Cooking, Golfing, Traveling and Family