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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Education

  • B.A. in International Relations from the University of Southern California: Los Angeles, CA (1990)
  • M.A. in International Relations/Economics from Boston University: Boston, MA (1991)

Professional associations

  • Financial Planning Association

Community participation

  • I was a member of the US National Field Hockey Team (1983-1992) and the 1984 US Olympic Field Hockey Team.

Interests

I enjoy immersing myself in new experiences, whether that be between the pages of a good book or on the other side of the world.

My photos

1 albums
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