About Us

Our Firm

Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of financial products and services.

Whether it's developing a financial plan, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide up-to-date and cost-effective financial strategies to our valued clients.

The keys to our firm's success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each client's unique financial needs.  Our credentials, experience, and principled approach allow us to deliver on our promise of personalized service and provided an added level of comfort and confidence for our clients.

Please send an e-mail, call, or register for a no obligation appointment on my website.  We look forward to helping you take control of your financial future.

 

As registered representatives of Equitable Advisors and agents of Equitable Network, LLC and it's subsidiaries, our professionals offer a variety of financial products and services that are designed to help you plan for, build and achieve a more secure financial future.  These include:

Individual Financial Planning Investments Insurance Business Owners
  • Retirement Planning
  • Estate Planning
  • Asset Allocation Strategies
  • Education Planning
  • Estate Conservation
  • Stocks
  • Mutual Funds
  • Fixed and Variable Annuities
  • Brokerage Accounts
  • Fee-based Management Accounts
  • Variable & Life
  • Disability and Other Insurance
  • Life Insurance for Key Persons
  • Key Man Insurance
  • Buy/Sell Agreements
  • Defined Contribution Plans - 401(k), 403(B), simple IRA etc.
  • Business Succession Planning

 

 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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