Our Experience

My passion is delivering personalized attention, frequent communication, and comprehensive planning to my clients.

These are a few of the services that they can expect from my team and me. Through a disciplined process of wealth management, that includes investment advice and estate planning, as well as preparing for retirement and educational needs, our clients are our number one focus.

Every individual deserves a unique and comfortable experience.

I began my career as a financial advisor in 1981 with Bache & Co. and joined Wells Fargo Advisors in 2025.

Professional designations that I have earned include Certified Wealth Strategist (CWS^®), a focused title that aligns the needs of financial services firms, advisors, and consumers. This enables me to confidently address complex client needs with a comprehensive array of wealth management services.

I received a bachelor's degree from Tulane University and a master's degree from the University of Southern California.

I believe my clients choose to work with me for a number of reasons. My personal attention and holistic approach helps make them comfortable and simplifies their lives. They value my integrity and my compassion.

12-4-2 Communication System. I commit to speaking to my clients 12 times a year, provide 4 reviews per year, and meet with them twice a year.

After school I came back to Central Florida, where my family had moved in 1971 from Albany, New York. I currently live in Maitland with my wife, Laura. Our daughter Judy lives in Israel, Eddie is a CPA in Chicago and Max is a businessman locally.

I am very active in community service, serving on the board of Share the Care, an organization that provides support services for senior citizens and their permanent caregivers, and on the board of the EnzianFilm Society. In addition, I serve as Consul on the Grand Council of my college fraternity as well as having volunteered on the investment committees for a few foundations.

In my spare time I enjoy gardening, spending time with family and friends, and watching movies and blogging about them.

CA Insurance Producer License #OC01929 - Resident State: FL

As the team's point person, Gloria is responsible for making sure that each client experience is positive, seamless and rewarding. She is well equipped to anticipate client needs and obtain positive results from the most difficult challenges.