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
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies

Qualifications

  • SIE - Securities Industry Essentials Examination
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination

Education

  • BS Commerce, Rider University, Lawrenceville NJ

Previous experience

  • UBS Financial Services Inc., 1989-2008
  • CitiGrouple Global Markets Inc., 2008-2009
  • Morgan Stanley, 2009-2019

Community participation

  • Boca Raton Chamber of Commerece
  • Boca Helping Hands
  • National Day of Service

Interests

  • Golf