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

Areas of focus

  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • MBA Long Island University 1978

Interests

Active at Briar ClubSeveral Military Veterans OrganizatonsSports and all outdoors

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.

Previous experience

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