Before joining Edward Jones in 2019, I worked at a large national independent investment firm. Utilizing my 30 years experience and vast knowledge of the financial industry, I provide financial advice, guidance, and education. I take great pride in helping my clients achieve their financial goals for themselves, families, and friends. One of my passions is doing my part in repairing the world. One of my larger philanthropic endeavors was creating, then helping to run, the Denver Jewish Chamber of Commerce. I continue to serve on numerous boards and committees.
My family and I enjoy all that Colorado has to offer, including skiing, cycling, yoga and spending time together. Whether you want to plan for retirement, save for college, reduce your tax bills, or ensure you have income to cover your expenses, we can provide personalized service and long-term investment strategies. Contact me to discuss your goals during a financial review.