Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
18
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

Qualifications

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

Education

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

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.

Interests

  • 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.