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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Domestic Partner Planning
  • Insurance
  • Retirement Income Strategies

Education

  • Bachelor’s degree, Business/Commerce, General, University of Pittsburgh, 1978-1982

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Previous experience

  • Morgan Stanley, Associate Vice President, Portfolio Manager, Financial Advisor, 2012 – 2020
  • Allstate Financial Services, Financial Advisor, 2006 - 2012
  • Banc of America Investment Services, Financial Advisor, 2004 - 2006
  • Quick & Reilly, Financial Advisor, 2003 - 2004
  • Prudential Securities, Financial Advisor, 1998 - 2003

Community participation

  • National Youth Advocacy Program NAYAP - Foster Parent
  • United Way of Broward - Community Volunteer
  • Coral Springs Chamber of Commerce - Member
  • JAFCO - Jewish Adoption and Family Care Options - Advocate

Interests

Travel

Golf

Tennis

Swimming

My photos

1 albums
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