With over 20 years working in the financial services industry, I am dedicated to helping my clients pursue their financial needs by developing Comprehensive Investment Plans around their long-term goals. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals.

I began my financial services career as a Technical Trader on Wall Street. Since then, I have worked at many financial institutions in the world including UBS, Morgan Stanley, Wells Fargo, and now LPL Financial. As a Wealth Advisor, it is my mission to employ investment strategies that meet my clients' needs by taking on the least amount of risk.

I earned a Bachelor's degree in Business Administration from the School of Management at the University of Massachusetts. Away from the office, I enjoy pickleball, backgammon, chess, table tennis, and boating. My wife, Amy, and I live in Highland Beach, Florida along with our son Matthew and dog Roxy.

I believe that it is important to understand my clients' goals and backgrounds before ever creating an investment portfolio. By taking this financial planning approach, my clients can feel comfortable that their risk tolerance and long-term financial goals are in focus when we work together.

I began working in the financial services industry over 14 years ago. I have been privileged to work for several financial firms including Morgan Stanley, Wells Fargo Advisors, and now LPL Financial. As a Wealth Advisor, it is my responsibility to help my clients navigate the financial world and assist them in pursuing their goals.

I graduated from Washington University in St. Louis, and I currently reside in my hometown of Boca Raton, Florida. I spend my time away from the office with my wife, Stacy, and my 3 children, Max, Sam, and Emma. I am very involved in philanthropic endeavors with incredible organizations such as the American Cancer Society. I currently serve as a Board Chair for the Southeast Florida Chapter of the Alzheimer's Association, and as a Board Member for Boca Hoops, a youth basketball program in Boca Raton that my family founded over 30 years ago.

As a CFP^® Professional (www.cfp.net) and seasoned Wealth Advisor, I have been creating and executing comprehensive financial plans and strategies for my clients for over 30 years.  In addition to working with individuals and families and managing investment portfolios, I specialize in advising senior corporate executives on their benefits, retirement plans, stock awards and Deferred Compensation plans. 

I started my career in the financial services industry as a Financial Advisor with American Express Financial Advisors (now Ameriprise).  During those 15 years, I spent the majority of my time providing on-site financial services and advice to American Express employees in the World Financial Center in lower Manhattan. 

In 2004, I joined LPL Financial where I continue to help my clients plan for the future, manage their portfolios, optimize income, evaluate tax strategies and assess/review their insurance needs.  I have in-depth knowledge and expertise on tax-advantaged investments including 529 education plans, variable annuities and long-term care hybrid insurance.

I earned a Bachelor’s degree from New York University’s Business School and a Certificate in Financial Planning thru NYU’s Banking and Finance Program.  When not working with my clients, I can be found enjoying horseback riding, swimming, biking, and yoga.  I was born and raised in New York City, but I am now living in Boca Raton, Florida and enjoying life near the ocean.