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

  • Retirement Planning Strategies
  • Investments
  • Family Finances
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Series 66 Series 31 Series 9 Series 10

Education

  • 1991 BA University of Georgia Business School

Interests

Golf, Travel and Music

Community participation

Jewish Educational Loan Fund

Atlanta Food Bank

The Temple

Awards & recognition

  • Ameriprise Circle of Success, 2015, 2016
  • The 365 Group, Ameriprise Client Experience Award, 2020, 2021

Professional associations

  • Executive Board Member JELF

Previous experience

  • 2002-2014 Morgan Stanley Branch Manager/ Financial advisor, 12