As a professional with Equitable I am dedicated to helping individuals and businesses plan for and build their financial futures.
To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:
• Chartered Life Underwriter
• Retirement Income Certified Professional (RICP)
• NASD Securities Registration: Series 63, Series 7, Series 65 and Series 24
For most of my career I have been helping people and businesses achieve their financial goals, whether as a manager helping my employees become successful in their field, as an advertising agency owner building market share for my business clients, as a Medicare Specialist helping seniors understand and get the best Medicare Insurance plan for them, or as a Financial Professional finding the right solutions for my client’s needs and goals.
I love putting puzzles together and, in some ways, that is the job of a Financial Advisor. I look at the various aspects of people’s life, their current financial programs, their income and expenses and find out what their vision of what life will be like when they reach financial independence and then put a plan together for them that will make that vision come to fruition.
I also try to educate so that people know and understand why a particular plan is suggested for them and what to expect along the way. We may have to change our plan from time to time since life may take a turn we were not expecting, which is why meeting and staying in touch on a regular basis is so important.
I want to continue this path because I get so much personal satisfaction when I can make a person’s financial situation better so that they can enjoy life.