About Us

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 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:

  • Retirement Planning
  • Business Planning
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • Disability Income and Other Insurance
  • Long-Term Care Insurance
  • 401(k) and other Company Sponsored Plans
  • 403(b) Plans
  • Traditional and Roth IRAs
  • 529 Plans

Now that you've learned a little bit about me and the work that I do, let me help you plan for your financial future. Send me an e-mail, give me a call at the phone number listed on my Home page or register for a no obligation meeting here on my Web site using the "Appointment Sign-up" link. Let's work together to help you build a more secure financial future.

Thanks for visiting.

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.

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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