My Mission

By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.

My focus on executive benefits and estate planning strategies, two complementary disciplines, has enabled me to develop a thorough understanding of these specialized fields. My years of experience enable me to provide quality, professional service to business owners and other successful individuals.

My primary focus is helping companies establish and service qualified retirement plans for their valued employees. After assisting business owners and executives with programs for their employees, I often work with them individually to design and execute strategies that can help them meet their long-term financial objectives.

My years of training and experience in financial services help me to assess your most important financial concerns. Working together, we'll evaluate each issue to design a financial strategy that addresses your unique needs and helps you reach your goals.

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:

  • Fee-Based Financial Planning
  • Retirement Planning
  • Business Planning
  • Estate Conservation Strategies
  • 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
  • Asset Management Accounts
  • Mutual Funds
  • Traditional and Roth IRAs
  • Wrap Fee Accounts
  • Brokerage Accounts
  • 529 Plans
  • Deferred Compensation Programs
  • Buy-Sell Plans
  • Non-Qualified Retirement Plans
  • Life Insurance for Key Persons
  • Asset Allocation Strategies

As an Equitable Advisors financial professional, my goal is to deliver sound financial, investment and insurance strategies that are designed to help you take control of your 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 number listed on my home page or register for a no obligation appointment here on my Web site using the "Appointment sign-up" link. I look forward to working with you and helping you reach your goals.

Thanks for visiting.