Since I began my career in 2010, I have built and developed the relationships and skills necessary to help individuals and small businesses reach their financial goals.
I pride my practice and my career on the concept of "Financial Planning With Understanding". This approach is two-fold, meaning that I strive to fully understand my client's current situation and future goals, and that the client should feel comfortably educated with regard to their personal plan.
I can help you identify your financial goals by designing a specialized financial strategy based on your business or lifestyle. I focus on retirement planning strategies, estate planning, preparing for education expenses, income replacement, life insurance, long-term care insurance and Medicare planning.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable email@example.com. Complaints about an Equitable Advisors FP should be directed to firstname.lastname@example.org.