Results-driven leader/former business owner with over 16 years of risk management and financial experience with passion for helping both individuals and families. Entrepreneur who understands the needs and priorities of business owners and professionals. Financial professional who works with a range of industry leaders, innovators, and entrepreneurs and their family members, devising personalized strategies and tactics to pursue the effective preservation, growth and transfer of significant wealth by utilizing a holistic, goals-based wealth management process. Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to risk and asset management, to support financial needs throughout client’s life.
Securities
and investment advisory services
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.