As a Financial Professional at Equitable Advisors, my goal is to provide value to my clients and prospective clients at every meeting and educational event. By starting with a snapshot of where you are today, I help create a roadmap to guide you to your professional and personal goals.
I develop insurance and investment programs for my clients which include families, individuals, and corporations. With my specialties being life insurance strategies, long-term care, investment strategies and risk management strategies, I am able to provide diversified plans to meet the needs of my clients.
My mission is to educate my clients so we are able to develop a strong financial strategy together which will enable them to reach their personal goals and professional aspirations.