Biography

Born in New York, I moved to South Florida in 1974. I received degrees from the University of Florida in finance, a Masters in finance from Loyola University and Florida Atlantic University in accounting. I attended the Securities Industry Institute at Wharton.

I have operated a branch office of Investors Capital since 2001 in Fort Lauderdale, Florida. I have over twenty years of experience in the financial field, including tax and estate planning expertise. I recommend what is right for each client (as opposed to what investment and insurance companies might want me to recommend). I have a sense of objectivity and independence (characteristics that serve my clients well) and have earned a solid reputation; retirees can trust my advice and can rely on me to help them with their finances for many years to come. Prior to Investors Capital, I worked at Morgan Stanley.

I am committed to life-long learning - and to ensure that I stay current with new methods and ideas to help my clients I sit in at continuing education classes in the areas of financial services, estates and trusts, and taxation.

I've got one of the best jobs in America. Every week I help retirees make smart decisions about their money. I listen very carefully to each retiree's situation, so I can understand their individual needs. Then I prepare customized financial and investment recommendations to help them significantly improve their lives. I help retirees with their money so they can focus on more important things. That's my job; I love it, and I am proud of it.