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 Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Small Business
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • AAMS® Accredited Asset Management Specialist℠
  • Series 7
  • Series 63
  • Series 65
  • Life, Health, and Variable Annuity Licensed

Education

  • B.S. - Professional Management - Nova Southeastern University, 1990
  • A.A. - Marketing Management - Broward College - 1978

Interests

    I enjoying playing Golf at Boca Greens Country Club & Osprey Point in West Boca Raton.

    I like to Rollerblade on a 4.5 mile stretch around the Pompano Beach Municipal Golf Course & Airport.

    I Mountain Bike Ride in Colorado but locally Quiet Water Park has all levels of riding to give you the mountain feel!

    I enjoying Kayaking at Loxahatchee Wildlife Refuge as a member of Friends of Loxahatchee.

    My favorite area to downhill ski is Banff Alberta and Copper Mountain Colorado.

Community participation

Miami Dolphin Cancer Challenge, NSU Planned Giving Council,NSU National Center for First Responders, NSU Alumni Assoc., Friends of Loxahatchee, AHEPA St. Mark Greek Orthodox Church, Leukemia & Lymphoma Society

For our support of military veterans & their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Professional associations

  • NSU Planned Giving Council
  • NSU Alumni Association
  • Greater Fort Lauderdale Alliance

Previous experience

  • Vice President, Investments - Morgan Stanley, 2009 -2015
  • Vice President, Investments - Citgroup Global Markets Inc., 2006-2009
  • Vice President - Bank of America Investment Services, Inc., 1998 - 2006
  • Nations Securities, 1993-1998