Chartered Financial Consultant
Chartered Life Underwriter
Senior Director - Investments
My primary role as an Oppenheimer & Co. Inc. Financial Advisor is to build a professional relationship with you by listening to your concerns and crafting investment strategies designed to help you work towards achieving your financial goals. This strategy, adapted to your personal situation, will evolve over time, as your life evolves and the financial markets change. In creating this strategy, I draw upon the resources of an investment boutique with a tradition dating from the early nineteenth century. At the heart of that tradition and of my own business are integrity, hard work and personal service. Feel free to contact me so that we may speak about your financial future and the opportunities I might be able to provide.
Voted the last 8 years as a Five Star Wealth Manager, 2009-2016, by Five Star Professional and Texas Monthly. The Eligibility Criteria include credentialed Finra-registered representative, actively employed as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and complaint history review, fulfilled their firm review based on internal firm standard and must be accepting new clients. The Evaluation Criteria includes the one year client retention rate, the five year retention rate, non-institutional discretionary and / or non-discretionary client assets administered, number of client households served and education and professional designations.