After graduating from Yeshiva University with a BA in Accounting, I worked for several companies, such as Bloomberg, in a role that helped streamline departments to develop efficiency. After working as a business analyst for numerous years, I have combined my Accounting degree and previous experiences to help families, professionals and institutions build and create wealth.
As a Financial Advisor with Center Street Capital Advisors, I work with my team to service our clients in a hands-on capacity. Whether it be college planning for a newborn, building wealth for growing families or securing retirement goals…we start with a relationship and go from there.
Personally, I grew up in Detroit, Michigan (GO LIONS!) and later moved to New York City to attend Yeshiva University. I graduated with a Bachelor’s of Science in Accounting and eventually moved to Florida, where I currently live with my family. I hold my Series 7 and 66 Registrations, as well as Life, Health and Annuity Licenses. During my free time, I enjoy traveling, watching movies and playing sports, like golf.
CA Insurance License # 0M35302, Resident State of Florida
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