I am a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional. Serving our clients' best interests is a responsibility we take seriously. Every client in our practice has customized planning unique to their situation. I use a disciplined process that assembles the pieces of your puzzle to help you achieve your goals. We also take pride in providing every client exceptional, proactive service.

Edward Jones celebrated our 100-year anniversary in 2022. Over these years, we have developed expertise serving:

Entrepreneurs and Business Owners
Families
Independent Women
Retirees
The LGBTQ community

Our practice loves helping people. At Edward Jones, we focus on understanding what's important to you, building personalized strategies and partnering with you throughout your life to help keep you on track.

A Few More Facts

Financial services have been my career since graduating college. Originally from Philadelphia, I have degrees from Ohio University and Thomas Jefferson University. I serve on several boards, including as the chairman of the Greater Fort Lauderdale Gay and Lesbian Chamber of Commerce. I live in Fort Lauderdale, FL. When I'm not spending time with my family, I enjoy my community and playing tennis.

Focus areas

  • LGBT Finances
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Tennis
  • Reading
  • Personal Fitness
  • History and Museums
  • Animal Rescue

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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