Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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.