Organization Information

As a Financial Professional, I help individuals, couples, families and businesses manage and grow their assets for the long term. My mission is to help my customers live their lives with more peace of mind.  I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals.  I have employed a team-based approach to create comprehensive financial plans for my clients, helping them achieve their financial goals while addressing their financial concerns. My team and I have the skills, knowledge, and experience to match your investment portfolio with your risk tolerance, time horizon, and investment objectives, while also suggesting alternatives to help protect your assets. We can do this together by protecting you against future financial risks through comprehensive financial plans with downside protection and tax-efficient strategies.

 

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  AGE- 5807217.1 (7/2023)(EXP 7/2025)

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