Committed to Client Service
I am committed to a ‘white glove’ approach to client service. Whether it is calling you to provide perspective and reassurance when the markets are volatile, or strategizing with your CPA and attorney to construct a coordinated financial plan, I want to serve as your ally and advocate, as well as your advisor.
Through the vast resources and research capabilities of Oppenheimer, I am able to offer comprehensive financial planning that addresses the full spectrum of your needs. I take a customized approach to every client situation, building an investment portfolio and recommending strategies that I believe are most suitable for your specific goals. With direct access to Oppenheimer Asset Management in New York, I can deliver a unique set of portfolio solutions for your individual circumstances.