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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Qualifications

  • Licenses: Series 7, 63, 65

Education

  • M.A., History, New York University, New York, New York
  • B.A., History, New York University, New York, New York

Awards & recognition

  • Camelot Wealth Management Partners, Ameriprise Client Experience Award, 2020-2023

Previous experience

  • Aegis Capital Corp., 2014-2020
  • UBS, 2004-2014
  • Charles Schwab, 1998-2004
  • Merrill, 1996-1997

Community participation

  • New York University Alumni Association
  • Duke University Alumni Association
  • Labrador Retriever Rescue

Interests

The influence of current technology, business, and political dynamics on future financial strength.

Diversification: how much is suitable, and how much is too much.

Transfer of Wealth and Values to Endure across Generations of Families.