About Us

Our Services

With a customized strategy based on your goals, you are well positioned to turn knowledge into actionable results.  I offer a comprehensive array of products and service alternatives to help implement your desired course of action, including:

  • Wealth Accumulation & Retirement Planning
  • Financial Planning & Asset Management
  • Risk Management
  • Long Term Care  
  • Estate Planning & Wealth Preservation 
  • Business Succession Planning
  • Executive Benefit & Deferred Compensation Plans
  • Employee Benefit Plans (Pension & 401(k) implementation)
  • Employee Financial Planning & Seminars

You have access to :

  • Education on a wide variety of financial subjects to help you make informed decisions
  • A wealth of on line resources, tools and account management options
  • An open network of produce and provider selection
  • Investment management services and mutual funds from numerous investment companies, and financial products from a large selection of insurance companies
  • Assistance to help you build an integrated portfolio matched to your priorities





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' affiliated life insurance carrier, 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 us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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