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

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investments
  • Estate Planning Strategies
  • Family Finances
  • Insurance
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

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.

Community participation

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

Chairman, Board of Directors for The Mustard Seed of Central Florida

President, Jewish Chamber of Commerce

Member of the Board of Directors for Distinguished Young Women of Florida from 2012-2017

Member of the Board of Directors for the Jewish Community Center of Greater Orlando from 2002-2008.

Treasurer and member of the Board of Directors for the Orlando International Fringe Festival from 1999-2001.

Awards & recognition

  • Five Star Wealth Manager, 2012-2016

Professional associations

  • Yale Alumni Association of Central Florida
  • All-Ivy Club of Central Florida
  • 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