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

  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Investment Management
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

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.

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.

Previous experience

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