As a regular marathoner, I find that the necessary training for a race carries over into my dedication to my clients and the encouragement and friendship from my clients pushes me to be my best on the course. Financial success, however, is not measured in an 18 week training cycle, but rather a lifetime.
It is for this reason that I have spent the past 17 years working for my clients as I do for my own family. I aspire on a daily basis to build a lasting personal and professional relationship based on trust, integrity, and superior client service.
Whether you are a successful individual, couple, or business owner looking for advice in building wealth, providing financial security for your family, protecting your assets or rewarding and retaining key people, your relationship with a financial professional should empower you to make informed decisions based on thoughtful recommendations, specific to your needs.
Please feel free to email or call me to discuss your personal financial situation or if you just want to talk about running.
CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.