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.

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31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Small Business

Qualifications

  • BFA™ Behavioral Financial Advisor
  • AAMS™ Accredited Asset Management Specialist™
  • Series 7
  • Series 63
  • Series 65
  • Life, Health, and Variable Annuity Licensed

Education

  • B.S. - Professional Management - Nova Southeastern University, 1990
  • A.A. - Marketing Management - Broward College - 1978

Professional associations

  • NSU Planned Giving Council
  • NSU Alumni Association
  • Greater Fort Lauderdale Alliance

Previous experience

  • Vice President, Investments - Morgan Stanley, 2009 -2015
  • Vice President, Investments - Citgroup Global Markets Inc., 2006-2009
  • Vice President - Bank of America Investment Services, Inc., 1998 - 2006
  • Nations Securities, 1993-1998

Community participation

Miami Dolphin Cancer Challenge, NSU Planned Giving Council,NSU National Center for First Responders, NSU Alumni Assoc., Friends of Loxahatchee, AHEPA St. Mark Greek Orthodox Church, Leukemia & Lymphoma Society

For our support of military veterans & their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Interests

    I enjoying playing Golf at Boca Greens Country Club & Osprey Point in West Boca Raton.

    I like to Rollerblade on a 4.5 mile stretch around the Pompano Beach Municipal Golf Course & Airport.

    I Mountain Bike Ride in Colorado but locally Quiet Water Park has all levels of riding to give you the mountain feel!

    I enjoying Kayaking at Loxahatchee Wildlife Refuge as a member of Friends of Loxahatchee.

    My favorite area to downhill ski is Banff Alberta and Copper Mountain Colorado.