My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies

Education

  • BA in Business Administration; Pace University's Lubin School of Business, New York, NY 1982-1986

Previous experience

  • Financial Advisor, Ameriprise Financial Services, LLC, Sarasota, FL, 12/2025-Present
  • Financial Advisor Wells Fargo Advisors, Sarasota, FL, 11/2006-12/2025
  • Financial Advisor UBS Financial Services, Inc. Edison, NJ, 07/2001-11/2006
  • Financial Advisor, Salomon Smith Barney, Inc., New York, NY, 7/1993-1/2001
  • Financial Advisor, Lehman Brothers, Inc., New York, NY, 7/1987-1/1993

Community participation

Interests

I enjoy golfing, maintaining an active lifestyle through regular exercise, and spending quality time with my family. I also have a strong passion for sports and closely follow a wide range of athletic events.