I began my investment industry career in 1984 and joined Stifel in 2011. I take a comprehensive approach to serving my clients and seek to be of value not only with regard to investments but also any other financial issue with which I can help. I earned a Bachelor of Science in Finance from California State University, Northridge. I also hold the Accredited Investment Fiduciary^® designation.

I am actively involved in community affairs. I am the past president and current board member of the Woodland Hills Tax and Estate Planning Council, Inc., the co-founder of The Heart Foundation, past president and Gabbai Emeritus of the Calabasas Shul, and current Gabbai at the Westlake Village Chabad.

I’ve been married to my amazing wife, Elise, since 1984, and we have two fabulous daughters, Ashley and Emily. Ashley and her husband, Neil, had their second son in the summer of 2023, making us two-time grandparents: “Bubbie” and “Zayde.” Emily and her husband, Kevin, were married in September 2024. Both families live less than six miles from me and Elise, allowing us all to enjoy one another’s company on an almost daily basis. What a blessing!

We live in Westlake Village, on the lake, one mile from my office, and enjoy entertaining on our electric pontoon party boat. “A bar on the water” – Elise.

What Makes Me Different

Having been a financial advisor since 1984, when the Dow Jones Industrial Average was at 1,200, I have helped my clients navigate through various market impacts, including:

• Crash of 1987
• Recession of 1990
• Asian Currency Crisis (mid 1990s)
• Russian Debt Default (late 1990s)
• Bailout of Long-Term Capital Management
• Dot-Com Boom
• Dot-Com Bust
• September 11, 2001
• Enron Bankruptcy
• Iraq War
• WorldCom Bankruptcy
• Subprime Crisis
• Bear Stearns Collapse
• The "Great Resignation" and Labor Shortage
• Global Supply Chain Crisis
• The 2021 Crypto Bull Run and NFT Craze
• The Return of High Inflation (40-year highs)
• Russia-Ukraine War
• The 2022 Bear Market and "Crypto Winter"
• FTX Bankruptcy
• Aggressive Federal Reserve Interest Rate Hikes

• Lehman Brothers Bankruptcy
• TARP and the $700 billion bailout
• Flash Crash
• Wall Street Reform Act
• European Debt Crisis
• “Fiscal Cliff”
• “Brexit”
• The Greek Debt Crisis
• Hurricane Harvey
• U.S.-China Trade War
• Impeachment Trial
• COVID-19
• Generative AI Boom (The "ChatGPT Moment")
• Silicon Valley Bank and Signature Bank Failures
• Credit Suisse Emergency Takeover
• Israel-Hamas War
• Nvidia and the Semiconductor "Gold Rush"
• U.S. National Debt surpassing $35 Trillion
• 2024 Global Election Super-Cycle
• The Federal Reserve's "Soft Landing" and 2025 Pivot

I’ve seen the Dow Jones Industrial Average go up and down and up again from 1,200 to over 50,000! I have the benefit of more than four decades of experience in guiding you through whatever comes next.

Past performance is not guarantee of future results. The Dow Jones Industrial Average (DJIA) is an index that shows how 30 large, publicly owned companies based in the United States have traded during a standard trading session in the stock market. Indices are unmanaged and are not available for direct investment.