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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Domestic Partner Planning
  • Insurance
  • Retirement Income Strategies

Education

  • Bachelor’s degree, Business/Commerce, General, University of Pittsburgh, 1978-1982

Awards & recognition

  • Tarpon Bend Strategic Wealth, Ameriprise Client Experience Award, 2023

Previous experience

  • Morgan Stanley, Associate Vice President, Portfolio Manager, Financial Advisor, 2012 – 2020
  • Allstate Financial Services, Financial Advisor, 2006 - 2012
  • Banc of America Investment Services, Financial Advisor, 2004 - 2006
  • Quick & Reilly, Financial Advisor, 2003 - 2004
  • Prudential Securities, Financial Advisor, 1998 - 2003

Community participation

  • National Youth Advocacy Program NAYAP - Foster Parent
  • United Way of Broward - Community Volunteer
  • Coral Springs Chamber of Commerce - Member
  • JAFCO - Jewish Adoption and Family Care Options - Advocate

Interests

Travel

Golf

Tennis

Swimming

My photos

1 albums
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