As a financial professional with Equitable I am dedicated to helping individuals and businesses plan for and build their financial futures.
I have always enjoyed putting together puzzles. And, in some ways, that is the job of a Financial Advisor. I examine the various aspects of a person’s life, study their current finances, ask how they envision their future, then put the pieces together to create their own unique picture of financial independence.
As your financial advisor, I will be dedicated to keeping the vision of your future a priority. I will carefully go over your options, and help you choose a plan that meets your needs, and expectations. I will meet with you on a regular basis, and as life gives you a new puzzle piece, we will adjust your plan accordingly.
I’m truly thankful that my career path has led me to this profession where I can help make such a positive impact on people’s lives and gives me so much personal satisfaction.
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.