With 31 years of experience in financial services, I joined Edward Jones in 2012. Serving individuals and businesses, our resources are dedicated to helping you reach your long-term financial goals.
As an Edward Jones financial advisor, I believe that it is essential to fully understand your financial goals before you invest your money. I work closely with you and your CPA, attorney and other trusted professionals to determine the most appropriate financial strategies for you and your loved ones.
I serve as an associate chairman of the Professional Advisory Committee of the United States Holocaust Memorial Museum, as well as director of planning and development for Tuesday’s Angels. I also serve as a board member for the Fort Lauderdale Chamber of Commerce GLBX Committee and Sunserve Senior Resources. My family includes three canines and I have played tennis all my life.
Edward Jones aligns with my family values. We provide highly personalized service because we know the feeling of comfort that comes with financial security. Every aspect of our business is aligned to help us better understand and meet your unique goals and needs. We focus on you. Our firm has advanced technology and thousands of people all working in conjunction to help you plan for your financial future.
I am Series 7, Series 66, Florida State Insurance 215 (health, life and annuity and variable contracts) licensed. I obtained my M.B.A. in finance from Philadelphia University and my B.S. from Ohio University.