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 that dates from the early nineteenth century. At the heart of that tradition and of my own business are integrity, hard work and personal service.

As an Oppenheimer Financial Advisor, I have experience offering investment advisory, wealth management and institutional services to a broad range of individuals, families and businesses. Because I understand that no two individuals or businesses are alike, my service begins by understanding your circumstances, then assisting you to choose from an array of customized solutions that I consider suitable for your needs and rebalancing as circumstances warrant.

Oppenheimer’s entrepreneurial business culture may benefit you in a variety of ways. Our open-architecture platform is designed to help you select from what Oppenheimer’s professionals consider the leading investment managers and services that offer a wide range of traditional and non-traditional investment products. The lines of communication between Financial Advisors and Oppenheimer’s knowledgeable professionals are short to facilitate intense focus on careful, but timely decision-making. Finally, we emphasize regular meetings and periodic reviews of your portfolio over the years through which I hope we will work together. Feel free to contact me so that we may speak about your financial future and the opportunities I might be able to provide.