Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • JD Doctor of Law
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CIMA® Certified Investment Management Analyst®
  • AAMS® Accredited Asset Management Specialist℠
  • CMFC® Chartered Mutual Fund Counselor℠
  • AEP® Accredited Estate Planner®
  • Series 7

Education

  • Bachelor of Arts, Psychology, University of Miami, Miami, Florida
  • Bachelor of Science, Law, Glendale College of Law, Glendale, California
  • Masters of Science, Financial Planning, College of Financial Planning, Centennial, Colorado
  • Doctorate of Law, Law, Glendale College of Law, Glendale, California

Interests

*Salt Water Aquarium

*Exercise

*Travel

Community participation

Member of the Boca Raton Regional Hospital Professional Council

Past Director & Present Member of The Greater Boca Raton Estate Planning Council

National Day of Service

Post Chairman of the Florence Father Foundation Committee

Awards & recognition

  • Ameriprise Circle of Success, 2017

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.