I graduated from Queens College with a degree in Accounting. I have more than 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals at JPMorgan. My unique disciplined high touch approach has allowed me to build a successful practice and loyal clientele. As a lead practitioner in my field, I focus on building a deep connection with my clients and being the center of a household's financial decision making team. In my spare time I enjoy spending quality time with my family and friends, and rooting for the Mets.

I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.