Our Team

I began my career as a Financial Advisor in 1983. I earned a Bachelor of Science degree from Duke University and a Masters from the University of Rhode Island. 

I enjoy boating, walking through the woods otherwise known as golfing, practicing T’ai Chi, playing clarinet, and reading spy books, mysteries, and finance publications.

I begin by having a conversation with you about your goals, criteria, financial circumstances, and risk tolerance.  Using that information, i prepare and recommend an investment plan and portfolio for further discussion and review.  Once you are comfortable with, and understand the proposal, i initiate the portfolio, monitor it, and recommend changes that are consistent with your circumstances and the markets. I keep you up-to-date as well.

I always welcome your questions, comments, and ideas at any time. 

Overall, Oppenheimer & Co. Inc., enables me to offer you comprehensive financial services including formal planning capabilities to use for building and maintaining investment portfolios of all types -- accounts for individuals, trusts, retirement plans, life insurance and annuities, family partnerships, foundations and non-profits, and estate planning.

I look forward to the opportunity of working with you.