As a financial professional, I work closely with clients and their legal and tax advisors to design customized financial solutions, tailored to each client’s specific requirements. Whether in pre-retirement or retirement planning; asset management; wealth preservation or estate planning, my approach is marked by an acute attention to detail, honed by my education and more than two decades of experience.I graduated from The Wharton School of the University of Pennsylvania, Magna Cum Laude with a Bachelor of Science in Economics in 1986 and returned to the University of Pennsylvania and earned a Master of Science degree in Engineering in Management Technology from the Wharton School and Penn Engineering. With my education and experience, I employ extensive analysis to profile my clients’ investment objectives, evaluate various investment scenarios, identify fees and quantify portfolio risk within each investment strategy. As an advocate for investor education, I speak frequently at financial workshops educating the public in topics that range from retirement and estate planning to elder care and wealth preservation.Though as a financial advisor, there is never a time when I am not a financial advisor, I do enjoy the outdoors. I particularly find water sports activities, whether above or underwater, inherently rewarding. The affinity for the sea is a shared trait by both our teenage daughter and husband. I also find infinitely rewarding the volunteer work that I do with UrbanPromise, tutoring middle school kids in the after school program. Advocating for education and fostering success through mentoring young minds is a cause that I believe and support wholeheartedly. More recently, as a Wharton Penn alum, I joined the Chestnut Street Ventures Resource Connector community. This is a self-service database of alumni helping to foster connectivity in the University of Pennsylvania entrepreneurial ecosystem.Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures.