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.

Get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Tax Planning Strategies
  • Small Business
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies

Qualifications

  • CRPS™ Chartered Retirement Plans Specialist™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • AIF® Accredited Investment Fiduciary®
  • Series 7, 9, 10, 31, 63, 65 and 215 licenses

Education

  • University of Florida; Bachelor of Arts, with Honors

Awards & recognition

  • Adelson Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Adelson Group, Ameriprise Client Experience Award, 2020-2022

Previous experience

  • Morgan Stanley, Financial Advisor- Investment Management and 401(k) Plan Advisor, August 2001-November 2011
  • Merrill Lynch, Project Manager (401(k) Division), November 1997-July 2000

Community participation

  • I support local organizations and companies in Boca Raton and South Florida, with education for their members and employees about financial/economic issues.
  • National Day of Service
  • Active volunteer at Boca Raton Synagogue
  • Xerces Society - Donor
  • Running With Danny (dedicated to patients with CF) - Executive Board

Interests

I am family oriented and spend as much time possible with my wife, Suzie, and our children. Our children range in age from 23 to our youngest, the twins aged 10. We also have a recent addition of our 'fur baby' Rocco...

I also enjoy cooking, hiking, and entertaining friends and family.

We like everything Boca Raton has to offer.