Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we 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.

Sign up for a complimentary initial consultation

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Saving for Education
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Awards & recognition

  • Jeffrey Jacoby, Ameriprise Circle of Success, 2023
  • The Doylestown Private Wealth Group, Ameriprise Client Experience Award, 2021
  • Ari Spectorman, Forbes Best-in-State Wealth Advisors, 2022

Community participation

Our photos

2 albums
close