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

  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Insurance
  • Cash Flow Management Strategies

Education

  • Florida Atlantic University, Bachelor of Science in Finance

Previous experience

  • Financial Advisor, Morgan Stanley, 1999-2011
  • Financial Advisor, UBS, 2011-2020

Interests

  • Golf
  • Outdoor activities
  • Going to the gym
  • Spending time with my wife and 2 daughters