My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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40
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, 2026
  • 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

Honored to be recognized in Forbes

I’m excited to share that Bering Street Advisors has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

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
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