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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business
  • Retirement Plan Distribution

Qualifications

  • Series 7, 65 and 63 licenses

Awards & recognition

  • Ameriprise Circle of Success, 2021

Community participation

I volunteer at Boca Helping Hands and Habitat for Humanity to help families in our community.

Interests

I was born in New York, raised in South Florida and I currently reside in Boca Raton.

  • Boca Raton is a great place to live, but I also love traveling around the world, and learning about new cultures.
  • During my free time, I enjoy hobbies such as exercising, listening to all types of music and great food & wine.
  • I love Boca Raton and South Florida, and I look forward to living a long life, alongside my friends, clients, and family.