We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Financial Advisor Registered Principal
Registrations Held at LPL Financial: Series 7, 24, 31, 63, 65, AP. VA Life and Health Insurance/Annuity
Securities licensed since 1985
Registered for Securities in the following states: AZ, CA, DC, DE, FL, IA, KS, KY, LA, MD, MA, MI, NC, NH, NJ, NY, PA, SC, TX, and VA
Serves High Net Worth clients in 19 States (including medical/dental professionals, real estate agents, attorneys, CPA’s, small business owners, pre-retirees, and retirees)
Oversees over $85+ million in brokerage and advisory assets through LPL Financial
Born and raised on Long Island, New York
Attended SUNY New Paltz
Lives in Annandale and has two children (Scott, who attends Woodson High School in Fairfax and Courtney, who attends Goucher College in Baltimore, MD).
Coached youth sports (Annandale Youth Lacrosse) for 6 years and currently coaches Woodson HS varsity lacrosse during the off-season.
Active in his synagogue, Congregation Olam Tikvah in Fairfax, VA (serves on The Board of The Olam Tikvah Men’s Club as Vice President)
Hobbies include: volunteer work/giving back to the community, following The Washington Redskins, The Nationals, The Capitals and The Wizards, playing tennis and enjoying all forms of music.