I have been engaged in the financial services industry since 2012, and together with the integrity and diversified resources of Equitable Advisors, I am fully prepared to accommodate all of your financial planning needs.
The planning process I adhere to is client-oriented in that the concerns and questions of the clients are what drive the vehicles they choose. It is my job to guide my clients through the process utilizing the knowledge and resources that I have.
Focused attention, service and commitment to my clients has afforded me the ability to operate my practice primarily on a referral basis. This allows me to provide my existing clients the level of service and professional advice they deserve.
I have developed a strong sense of community in my hometown of Auburn, NY. I have moved my practice here with intentions to help guide my fellow community members to a better brighter future.
My community activities and professional affiliations include:
* Cayuga County Chamber of Commerce
* Auburn Rotary
* 2011 Graduate of West Virginia University
* FINRA Securities Registrations Series 7, 63, 65
I reside in Auburn, NY with my wife, Stephanie.
California Insurance License #: 0K59707
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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.