My Backround

Business Experience

  • 2018 to present, Wealth Advisor, LPL Financial, White Plains, NY
  • 2000 to 2018, Financial Advisor Ameriprise Financial


  • Bachelor of Business Administration, 1999, Finance & Economics
  • Pace University, Pleasantville, NY


  • Chartered Retirement Planning CounselorSM
  • Certified in Long-Term Care

Awards and Recognition 

Five Star Wealth Manager* Award, 2013 -2019

Professional Associations 

  • Financial Planning Association
  • The Million Dollar Round Table

* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013/2014/2015/2016/2017 Five Star Wealth Managers.