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 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.

As a financial professional whose primary focus is estate planning strategies, I work with affluent clients - and often their accountants and attorneys - to create financial strategies that may help reduce estate tax liabilities.

My focus on executive benefits and estate planning strategies, two complementary disciplines, has enabled me to develop a thorough understanding of these specialized fields. My years of experience enable me to provide quality, professional service to business owners and other successful individuals.

My professional focus is helping companies set up and service qualified retirement plans for employees. My focus on retirement planning also enables me to help business owners and top executives develop their own personal retirement strategies. Whether it's choosing an IRA, a Roth IRA, a non-qualified annuity or other retirement savings vehicles, my experience can help create plans to address a wide-variety of retirement planning goals.

My education and experience enable me to explain complex issues and strategies in clear language, which should help you to feel more comfortable with the strategy you choose. This is best done through collaboration and a two-way commitment to your strategy.

To execute your retirement strategy, we'll work together to review your options. Then, we’ll determine a combination of products and services that makes sense and suits your future needs. Going forward, I'll check in regularly 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
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • Long-Term Care Insurance
  • 401(k) and other Company Sponsored Plans
  • 403(b) Plans
  • Mutual Funds
  • Money Markets
  • Traditional and Roth IRAs
  • Wrap Fee Accounts
  • Brokerage Accounts
  • 529 Plans
  • Deferred Compensation Programs
  • Non-Qualified Retirement Plans

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.