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
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Investments
  • Cash Flow Management Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

  • Bachelor's Degree Economics, Brooklyn College, Brooklyn, NY

Community participation

Head coach for DePhillips Athletic Council youth basketball.

Interests

I actively donate time to charitable causes such as autism and breast cancer awareness.

I've enjoyed playing tennis in Great Neck, NY for over 20 years and have worked with the Great Neck Parks Department.

I regularly travel to Florida in the winters to visit both clients and friends.