I joined Equitable Advisors, LLC in 2024 after graduating from Rensselaer Polytechnic Institute with a degree in Business and Management and currently hold the New York Life and Health License and FINRA Series 7 & 66 registrations.
As a Financial Advisor, I’m passionate about helping people develop their own personalized financial strategy plans with a supportive approach that can help you make well-informed decisions about your financial future. I’m excited to work with individuals at all stages of life to assist them in working towards their financial goals and planning for a comfortable retirement.
Originally from Clifton Park, New York, I still reside in Clifton Park and remain active in the community when possible. In addition, I’m a member of St. Basil’s Greek Orthodox Church and I enjoy recreational sports and travel.
I help my clients keep more of their hard-earned money, leverage assets to generate wealth, and transform their family legacy. The process does not need to be complicated. We simply set financial goals, institute a well-defined plan designed to meet those goals, and adjust the plan as needs change. Some of the key steps we incorporate along the way are equally simplistic in their approach. I assist my clients to become more knowledgeable, to make well informed decisions, and to form solid financial habits. To this end, I am duly licensed, duly registered, and prepared to offer a number of individualized strategies that include:
• Investment services
• Retirement planning
• Estate planning Strategies
• Life insurance
• Education planning
• Long-term care Insurance