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

  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BA, Stony Brook University, 1992
  • Stuyvesant High School, New York, NY

Community participation

Current volunteer driver and past board president, Senior Connection of Montgomery County

Interests

My wife Chi and I married in a small ceremony in January 2010. We love to travel, especially to places by the water.

I have more than 25 bicycle "centuries" (100-mile days) under my belt. My father and I once traversed the United States, 3,621 miles from Seattle, WA to Washington, DC, on bikes.

My favorite book genres: detective novels and biographies. I've been a voracious consumer of news since childhood and was a professional journalist before becoming a financial advisor.