Advisor profile

What you can expect when you work with me

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.

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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.