I believe the value of my nearly 40 years of experience is the ability to look to the future with a perspective that’s solidly grounded in the past. Since I began my career in 1987, I’ve helped clients navigate volatile markets, I’ve guided them through periods of uncertainty and recovery, and I’ve helped them manage the full spectrum of life scenarios and milestones. Leveraging these experiences, I strive to provide the advice, information and reassurance my clients need to make informed decisions about their finances today and tomorrow. My ultimate goal is to empower my clients to do what they want to do with their lives, knowing their future is taken care of.
I work with high net worth individuals, families and business owners of all ages and stages to help them build, manage, protect and transfer their wealth. My own entrepreneurial mindset and background as a business owner gives me a unique viewpoint working with clients who also own and run businesses. I take pride in the fact that my clients can always count on me to be an unbiased straight shooter who doesn’t sugar-coat reality when it comes to their finances. Being honored as a Platinum Council advisor for 13 years from 2010 to 2022 I believe underscores my commitment to integrity, service and always putting my clients first.
A New Jersey native, I currently split my time between Randolph, NJ, and Boca Raton, FL. My wife Lisa and I have 3 children we love spending time with. A believer in giving back, I volunteer at Temple B’nai Or in Morristown, NJ, and for the Jewish Federation of Greater Metrowest NJ. In my spare time I’m an avid bicyclist and pickleballer. I also enjoy playing golf and traveling.
Education:
The George Washington University, B.B.A Marketing
Professional:
Gibraltar Securities/Tucker Anthony/RBC 1987–2006
Bear Stearns/JP Morgan 2006–2009
Wells Fargo Advisors 2009–present
Credentials:
Platinum Council Advisor (formerly Premier Advisor) 2010–2022
CA Insurance License #4228242
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Wells Fargo Financial Advisors as measured by completion of educational components, business production based on the previous year and professionalism. The title is awarded each March, based on activity for the prior January 1 – December 31st period. Additional criteria, adherence to best practices and team structure were also used to determine recipients.
