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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investments
  • Estate Planning Strategies
  • Family Finances
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA - Accredited Portfolio Management Advisor

Education

  • BA Economics, Yale University, New Haven, CT
  • MBA, Duke University, Fuqua School of Business, Durham, NC

Awards & recognition

  • Five Star Wealth Manager, 2012-2016
  • Ameriprise Circle of Success Diamond Ring, 2023

Professional associations

  • Yale Alumni Association of Central Florida
  • All-Ivy Club of Central Florida
  • Boys & Girls Club of Central Florida - Seminole County Board
  • Future Dreamers & Achievers
  • World Sports Alumni
  • The Mustard Seed of Central Florida
  • The Jewish Chamber of Commerce

Previous experience

  • Vice President-Wealth Management, Morgan Stanley Smith Barney, Winter Park, FL, 1997-2010
  • Producer, America's Health Network, Orlando, FL, 1996-1997
  • News Producer, WPTV Newschannel Five (NBC Affiliate), West Palm Beach, FL, 1993-1996

Community participation

President, Yale Alumni Assoc. of Central FL and The All-Ivy Club of Central FL

Board of Directors, Boys & Girls Club of Central Florida - Seminole Co.

Board of Directors, Future Dreamers & Achievers

Business Board of Directors, World Sports Alumni

Board of Directors, The Jewish Chamber of Commerce

Board of Directors, The Mustard Seed of Central Florida from 2016-2023, Chairman, 2021-2023.

Board of Directors, Distinguished Young Women of Florida from 2012-2017.

Board of Directors, Jewish Community Center of Greater Orlando from 2002-2008.

Board of Directors (Treasurer) for the Orlando International Fringe Festival from 1999-2001.

Interests

Frequently asked to speak about retirement planning and investing, including:

- CLE seminar at the American Bar Association's annual meeting in New York City.

- CPE seminars for CPA's.

- Panel discussions and seminars for University of Central Florida employees.

- 401(k) enrollment and educational seminars.

Started my first business at 14, working as a sports cards and memorabilia dealer.