Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies

Education

  • MBA Long Island University 1978

Awards & recognition

  • Bering Street Advisors, Forbes Best-in-State Wealth Management Teams, 2025
  • Bering Street Advisors, Ameriprise Client Experience Award, 2023-2024

Previous experience

  • November 1989 to May 1995 Vice President Lehman Brothers, May 1995 to April 2017 Senior Vice President UBS

Community participation

As a former Army Company Commander and Vietnam Veteran I have been very active with "The Wounded Warrior" project since it's inception. I have also hosted several events for their Caregivers and Spouses of these heroes.
Former Board Member of Houston Area Parkinson's Foundation and also the Muhammad Ali Parkinson Foundation. Committed to finding a cure for this crippling disease.

Interests

Active at Briar ClubSeveral Military Veterans OrganizatonsSports and all outdoors

Also active Senior Leader Network member of Conscious Capital Organization

My photos

3 albums
close