Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance

Education

  • Tufts University: BA, History and Political Society September, 1993-May, 1997
  • Bar Ilan University: MBA, Finance and IT 1999-2000

Interests

I am passionate about the markets and enhancing my knowledge about financial management. Through extensive reading, industry events and professional development, I strive to deepen my capabilities on an ongoing basis. I am a sports enthusiast and play an active role on all of my children's teams. Baseball and hockey are my family's favorite sports and my children are involved in both of them. More than anything else, my family is a treasure and helping my children grow, succeed, and understand the world around them is a top priority. My wife and I make every effort to encourage their curiosity and nurture their development.