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

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investments
  • Estate Planning Strategies
  • Family Finances
  • Insurance
23
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℠

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

Member of the Board of Directors for The Mustard Seed of Central Florida

Member of the Board of Directors for the 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