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.

Get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Investment Management

Qualifications

  • Series 7, 63, 65 Licensed
  • Life and Health Insurance Licensed

Education

  • Master of Business Administration, Fairleigh Dickinson University, 1984
  • Bachelor of Science, Business Administration and Management, Rutgers University, 1977

Previous experience

  • Senior Vice President, Investments, David Lerner Associates, 2004-2019

Community participation

I am a member of the East Brunswick Community Garden team. I dedicate time to weeding and maintenance of a community garden. I am a member of this organization because I truly believe in its mission.

Interests

I have been playing guitar my entire life and I enjoy singing and writing music.I enjoy gardening.I coach and play sports, including soccer and basketball.