My business is built around helping clients plan for the future and make their life goals a reality. I’m passionate about helping individuals and families find comfort in their financial situation. My goal is to ensure that my clients are prepared for life obstacles, are on track to meet their short-term or long-term goals, and of course ready for an enjoyable retirement.
My team and I work within the retirement benefits group (RBG). The RBG works with local government, nonprofit, and public school employees to build strategies to help them meet their financial goals throughout their employment and retirement years.
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).
Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond 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.