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

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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

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.

Community participation

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