I am a financial planner with over 30 years of experience providing insurance and investment services for individuals, families, and businesses.  I am a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).  I also hold the Certification for Long-Term Care Designation (CLTC).  I began my investment career at a major firm in New York City and later moved to independent practice.

I work closely with my clients to create and implement customized financial strategies designed to enhance their financial security.  I offer a broad portfolio of products and services such as life, disability income, and long-term care insurance protections, annuities and other retirement planning products, and financial planning and investment advisory services.  For businesses, I offer employee benefits such as group health, dental, vision, and retirement plans.

I have a BA degree in French and Hebrew from the University of Illinois, and an MBA from the UCLA Anderson School of Management.  I studied and lived abroad for several years and I am fluent in French and Hebrew.  My background and experience help facilitate my work with a very diverse clientele.