My Mission

When working to formulate a sound financial strategy, I believe in taking a long-term view. My experience and hands-on approach, combined with the variety of products and services offered through Equitable Advisors, LLCs and its affiliates, can help you plan for -- and build -- your financial future.

My professional focus is helping educators and non-profit employees plan and save for comfortable retirements using tax-advantaged products. My background helps me understand these individual's special needs and develop plans geared towards achieving their financial goals. If you're a plan administrator, I'm here to help you provide your employees with effective retirement saving programs.

My years of training and experience in financial services help me to assess your most important financial concerns. Working together, we'll evaluate each issue to design a financial strategy that addresses your unique needs and helps you reach your goals.

When it's time to implement your strategy, we'll work side-by-side to review the alternatives. Next, you’ll select a combination of products and services that makes sense and is appropriate for your needs. From time to time, I'll check back to make sure you're still on track and sticking to the strategy.

Equitable Advisors can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

  • Fee-Based Financial Planning
  • Retirement Planning
  • Estate Conservation Strategies
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • Disability Income and Other Insurance
  • 401(k) and other Company Sponsored Plans
  • Asset Management Accounts
  • Mutual Funds
  • Education Planning
  • Wrap Fee Accounts
  • Brokerage Accounts
  • Deferred Compensation Programs
  • Asset Allocation Strategies

As an Equitable Advisors financial professional, my goal is to deliver sound financial, investment and insurance strategies that are designed to help you take control of your future. To learn more about me, my company and the valuable work I can do for you, send me an e-mail, call me at the number listed on my home page or register for a no obligation appointment here on my Web site using the "Appointment sign-up" link. I look forward to working with you and helping you reach your goals.

Thanks for visiting.