My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance

Education

  • Tufts University: BA, History and Political Society September, 1993-May, 1997
  • Bar Ilan University: MBA, Finance and IT 1999-2000

Interests

I am passionate about the markets and enhancing my knowledge about financial management. Through extensive reading, industry events and professional development, I strive to deepen my capabilities on an ongoing basis. I am a sports enthusiast and play an active role on all of my children's teams. Baseball and hockey are my family's favorite sports and my children are involved in both of them. More than anything else, my family is a treasure and helping my children grow, succeed, and understand the world around them is a top priority. My wife and I make every effort to encourage their curiosity and nurture their development.