Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Education

B.A., University of Connecticut
Trinity College, Post-Graduate

Affiliations & Memberships

Financial Planners Association (FPA)
National Association of Insurance and Financial Advisors (NAIFA)
Society of Financial Service Professionals (FSP)
National Association of Estate Planners & Councils (NAEPC)
National Association of Charitable Gift Planners (NACGP)
Beverly Hills Chamber of Commerce

Community Involvement

President of the LA Chapter of The Society of FSP
Recipient of the 2016 Will G. Farrell Public Service Award in recognition of his industry and community service in Los Angeles