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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Insurance
  • Family Finances

Qualifications

  • Series 7, Series 66
  • Florida 2-15 Health & Life (Including Annuities & Variable Contracts)

Education

  • BA Accounting, Franklin and Marshall College, 1976-1980

Awards & recognition

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

Community participation

Annual JDRF ONE WALK, Mizner Park, Boca Raton, FL

JDRF leads the global type 1 diabetes research effort to keep people healthy and safe until we find a cure for the disease.

Interests

Tennis, Music, Working out.