With over 20 years of experience as a financial advisor working closely with high net-worth individuals, pharmaceutical executives, Wall Street professionals and professional athletes, I have dedicated my career to aligning my clients’ needs and objectives with a holistic financial plan that offers a balanced approach to growth and risk management.

My speciality is in navigating the complexities of an ever-changing global economy. From my early days working as a junior analyst on Wall Street until decades later, I have developed a seasoned perspective that offers a stabilizing force through the up and downs of the financial markets. My natural gifts allow me to sift through analysis with a creative eye that offers a balanced, well-blended approach to long term financial planning.

Building quality relationships and earning my clients’ trust is privilege that I take very seriously.

Specialization:
Investment Management
Comprehensive Financial Planning
Detailed Retirement Planning
Advanced Estate Planning
Asset Protection and Risk Management

Business Experience:
Analyst, Prudential Specialized Finance Group, Newark, NJ
Short Options Analyst, Shearson Lehman Brothers, New York, NY