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.

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

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • Stanford University, BA – Economics (1982), Palo Alto, CA
  • University of Southern California, MBA – Finance (1985), Los Angeles, CA

Awards & recognition

  • TSG Financial Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024

Previous experience

  • Vice President - Investment Executive Fifth Third Securities, 2013 - 2013
  • Senior Financial Advisor Merrill Lynch, 2006 - 2013
  • Financial Advisor Morgan Stanley, 2004 - 2006
  • Vice President Bank of America, 1985 - 1990

Community participation

  • Juvenile Diabetes Research Foundation (JDRF) - Central Florida Chapter, Board member.
  • Heart of Florida United Way – Board member.


  • Spending time with my wife and daughter.
  • Travel, hiking, snow skiing, bodyboarding, swimming, tennis, biking and jogging.
  • Movies, reading, and theater.
  • Philanthropy - I belive in giving back to the community and supporting causes that have personal and/or family importance.