My Mission

By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.

My education and experience help me communicate complex issues and analysis clearly. I'll skip the jargon. Because I want you to be comfortable with the program we develop, we'll work collaboratively throughout the entire process.

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
  • Business Planning
  • Estate Conservation Strategies
  • Variable and Traditional Life Insurance
  • Long-Term Care Insurance
  • 401(k) and other Company Sponsored Plans
  • Traditional and Roth IRAs
  • Wrap Fee Accounts
  • Brokerage Accounts
  • Deferred Compensation Programs
  • Buy-Sell Plans
  • Non-Qualified Retirement Plans
  • Life Insurance for Key Persons
  • Asset Allocation Strategies