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
57
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies

Qualifications

  • Finra Series 7
  • Finra Series 6
  • Finra Series 63
  • Finra Series 65

Education

  • Roosevelt University in Chicago ;Business Major, accounting ; 1960-1963

Professional associations

  • Century City Chamber of Commerce

Previous experience

  • Wells Fargo Advisors, 2003-2022

Community participation

Feeding America, Habitat for Humanity

Interests

  • tennis player