About Us

Our Approach

I am committed to building long-term relationships with my clients and community, and providing fee-based financial planning and non-fee planning strategies that are designed to help you prepare for your future.  I have the tools and knowledge needed to help you develop and implement a personalized financial strategy.

I'll explain complex issues in easy-to-understand language. My job is to help you map out your financial goals and to help you select the appropriate products for your objectives. Through Equitable Advisors and its affiliates, The Equitable Life Insurance Company (Equitable) and AllianceBernstein LP, as well as 100 other well-known mutual fund, annuity and insurance companies, I can offer a broad range of financial products and services.

To ensure that you are comfortable with your strategy and product choices, we will work collaboratively through each step of the planning process.  Your participation is vital to the creation, implementation and success of your financial strategy.

I have the strength of a national organization that thinks and acts locally.  I am part of a preeminent corporate family with deep roots and broad reach through Equitable Financial, Inc., a member fo the global Equitable Group, which has major operations in Western Europe, North America, and the Asian-Pacific regions.

To disucss how I may help you address your financial goals, send me an e-mail, call me at the phone number listed on my home page, or register for an obligation-free consultation here on my Web site.

Thanks for visiting my site!

 

Securities products and investment advisory services are offered through Equitable Advisors (member FINRA/SIPC) a broker dealer and investment advisor, 1290 Avenue of the Americas, New York, NY 10104. Variable and traditional life insurance and annuity products are offered through an affiliate, The Equitable Life Insurance Company and over 100 other companies.

Disability Income insurance is issued by third-party insurers and made available through Equitable Network, LLC, an insurance general agency.

 

EC23427 (2/03)

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

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. Equitable Advisors is the brand name of AXA Advisors, LLC.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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