My Mission

By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.

As a financial professional whose primary focus is estate planning strategies, I work with affluent clients - and often their accountants and attorneys - to create financial strategies that may help reduce estate tax liabilities.

My focus on executive benefits enables me to help you structure fiscally responsible compensation strategies that are designed to help you recruit and retain the talented and qualified executives you need to run your business.

My combined focus on executive benefits and estate planning strategies helps give me a clear understanding of these inter-related and complex financial matters. My years of experience enable me to give successful executives and business owners the professional guidance and service they deserve.

My primary focus is helping companies establish and service qualified retirement plans for their valued employees. After assisting business owners and executives with programs for their employees, I often work with them individually to design and execute strategies that can help them meet their long-term financial objectives.

My education and experience help me communicate complex issues and analysis clearly. I'll skip the jargon. Because I want you to be comfortable with the program we develop, we'll work collaboratively throughout the entire process.

Equitable Advisors can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

• Retirement Planning
• Business Planning
• Fixed and Variable Annuities
• Variable and Traditional Life Insurance
• Disability Income and Other Insurance
• Long-Term Care Insurance
• 401(k) and other Company Sponsored Plans
• Mutual Funds
• Traditional and Roth IRAs
• Buy-Sell Plans
• Non-Qualified Retirement Plans
• Life Insurance for Key Persons
• Asset Allocation Strategies

My mission is to deliver practical ideas using investment and insurance strategies to help you make the most of your financial future. To learn more about me, my company and the valuable work I can do for you, send me an e-mail, call me at the phone number listed on my Home page or sign up for a no obligation appointment here on my Web site using the "Appointment Sign-up" link. We'll work together to help you reach your goals.

Thanks for visiting.