Education and Training:
BA Clark University, Worcester MA
Specialized Services Offered:
Community, Charitable or Professional Organizations/Associations:
National Board Member, American Friends of Bar Ilan University, Ramat Gan Israel
National Board Member, Sharsheret
Board Member, The Moriah School
Vice President, East Hill Synagogue
My mission is to invite caring, responsible families and business owners to experience economic confidence now and throughout their life.
I do this with a protection first philosophy. I seek out the hidden conflicts and traps in their financial plan and protect my clients personal economy from the unpredictable macro economy.
I look at every aspect of their financial lives including, protection elements, trust and estate work, investments and make sure every aspect is perfectly coordinated.
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.