Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Sign up for a complimentary initial consultation

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Saving for Education

Awards & recognition

  • Osher Wealth Management, Forbes Best-in-State Wealth Management Teams, 2026
  • Osher Wealth Management, Ameriprise Client Experience Award, 2021-2022

Community participation

With daughter, Stacy volunteering at JCC Membership Appreciation
With daughter, Stacy volunteering at JCC Membership Appreciation

We dedicate time to causes we care about in our community, including:

  • University of Pennsylvania Alumni Association
  • Milton Hershey School Alumni Association
  • Disabled Veterans Association
  • Ameriprise Day of Service
  • Jewish Federation of Delaware
  • Oxford Wrestling Alliance
  • Arthritis Foundation
  • Women's Opportunities Resource Center
  • The Free Library of Philadelphia
  • Jewish Federation of Greater Philadelphia

Our photos

3 albums
close