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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

  • Bachelors of Arts, Marist College, Poughkeepsie, NY

Awards & recognition

  • Adelson Group, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • Adelson Group, Ameriprise Client Experience Award, 2022

Previous experience

  • J.P. Morgan Private Client Advisor, 08/2020 - 11/2021
  • Ameriprise Financial, Financial Adviosr, 07/2006 - 01/2019

Honored to be recognized in Forbes

I’m excited to share that Adelson Group has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

Member of the Boca Chamber

Interests

- I was born and lived most of my life in Westchester, New York. My family, friends and clients are the most important thing to me.

- I enjoy living and everything Florida has to offer but I enjoy traveling to new places and experiencing new cultures.

- In my free time I enjoy all types of fitness and sports, would consider myself a foodie!

- I love South Florida, looking forward to living a long life, alongside my family, clients and friends.

My photos

4 albums
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