My Mission

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.

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.

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:

  • 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
  • Asset Management Accounts
  • Mutual Funds
  • Traditional and Roth IRAs
  • Brokerage Accounts
  • 529 Plans

My mission is to deliver practical ideas using investment and insurance strategies to help you make the most of your financial 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 phone number listed on my Home page or sign up for a no obligation appointment here on my Web site using the "Appointment Sign-up" link. We'll work together to help you reach your goals.

Thanks for visiting.