Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances
18
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

Professional associations

  • Executive Board Member JELF

Previous experience

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