Mobile: (315) 491-5398
As a financial professional with Equitable Advisors, and active member of the Central, New York community, I am dedicated to helping both individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills I regularly attend industry training and certification programs. This includes being associated with the Retirement Benefits Group of Equitable Advisors financial professionals.
My education, experience, and professional affiliations have helped to develop the practical approach taken in offering financial products and planning services to all of my clients. Rather than just recommending a combination of unrelated products, I’ll first consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you address your goals. Then, if it is suitable, as a registered representative of Equitable Advisors, and an insurance agent of Equitable Network, LLC, I can recommend the appropriate products and services to help you execute your strategy.
FINRA Securities Registration: Series 7, Series 24, and Series 66
Professional Affiliations include:
Agents for Change
National Association of Insurance and Financial Advisors