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

Areas of focus

  • Investments
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies


  • Series 7 - General Securities Representative Examination
  • Series 52 - Municipal Securities Representative Examination
  • SIE - Securities Industry Essentials Examination


  • Bachelors of Arts in Economics, Yale University, New Haven, CT

Previous experience

  • Morgan Stanley, 2009-2019
  • Citigroup Global Markets, Inc, 1994-2009
  • Painewebber Incorporated, 1984-1994
  • Shochet Securities Inc, 1982-1984

Community participation

  • Member - North Palm Beach Chamber of Commerce


My business continues to occupy the majority of my time. When I am not in the office, I enjoy doing market research at home. When I am not focused on investments, I like to spend time with friends and family. I like to cook and grill which attracts friends to my home. I often spend weekends gardening.