As a Financial Advisor, I have worked in the investment and banking industry since 1992. I honed my skills early on working for large financial institutions and brokerage firms in the Bay Area. Since that time, I found my niche working with a select group of families and clients to help build wealth and financial security now and well into the future.
With offices in Palo Alto, California, and Beaverton, Oregon, I implement a customized investment approach that provides my clients with comprehensive financial advice that adheres to a strict investment philosophy. Though I am incredibly disciplined in all aspects of financial research and analysis, my style is anything but regimented. Working with clients one-on-one is where I thrive. I am confident in my skills to connect with clients to create a personalized investment and retirement plan.
My goal is simple; I want to work with people who know the value of a dollar and the value of tremendous personalized service. That’s what they get here.
This combination of drive, success, and service has earned me several distinguished accolades in the investment industry that include the Raymond James Chairman’s Council, a top ranking in the annual Top Financial Advisors from Bank Investment Consultant Magazine and the FORBES Best-in-State Wealth Advisor list for California.
As a native New Yorker, my passion has always been for my beloved Yankees, but since living on the west coast, I spend less time at the ballpark and more time on the Embarcadero running or riding bikes with my two girls. I am a strong supporter of Juvenile Diabetes Research Foundation (JDRF) and “A World without Type 1 Diabetes.” A latecomer to the sport of running, I have a few half marathons under my belt, and I have a goal of completing a full marathon. I am an avid traveler, and I’m always looking for suggestions for the next adventure.
Give me a call, and let’s talk about your future.
- Forbes Best-In-State Wealth Advisor, California, 2019
- Ranked #38 on the 2018 Bank Investment Consultant’s Top 100 Advisor List
Raymond James Chairman's Council: Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
Bank Investment Consultant's Top 100 Advisor List: To compile the list, multiple variables were combined into one composite score. The six categories used are: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Qualifications: holds series 7, 63, and 65 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0C73111
Raymond James is not affiliated with the above organizations and/or charitable causes.