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.