As a financial consultant with Equitable Advisors, I am part of a team of specialists that strives to identify and address key issues and concerns for our clients. For individuals and families, we use a goal-oriented approach to develop tailored strategies to build wealth and provide financial security. For business owners, we focus on helping to reward and retain key people, provide cost-effective benefits to your employees, all while protecting your business.
Please feel free to email or call me to discuss your personal financial situation or to learn more about the process we use.
