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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Masters in Business Administration, 1989, University of Texas at Arlington
  • Bachelor of Arts, Summa cum laude, 1981 economics, University of Minnesota
  • Bachelor of Science, 1981, business administration, University of Minnesota

Community participation

  • Treasurer, Deerwood Park Homeowners Association
  • President, Congregation Beth Shalom Synagogue
  • Fundraising Chair, Congregation Beth Shalom Synagogue Sisterhood
  • Treasurer, Arlington Life Shelter
  • Vice-Chair, Arlington Life Shelter Real Estate

Interests

  • I treasure the time I have to spend with my family.
  • Giving back to my community is something I value greatly.
  • I love to read almost anything that is well-written.
  • Exercise and chocolate are important parts of my life.