As a Financial Professional for the Retirement Benefits Group of Equitable Advisors in the Syracuse area, I am dedicated to helping individuals and businesses develop, executing wealth accumulation and risk management plans to establish a foundation for their financial futures.
My Professional Designations:
My Academic Achievements:
As a lifetime resident of the Central New York area, I remain committed to the success of the CNY Community and involve myself with many projects and organizations to give back. I have been involved with events to benefit breast cancer awareness, Alzheimer’s, and heart disease and continue to look for ways to benefit my community.
Life Changes that Prompt Questions that I can Help Answer:
1.) Job Transitions - What are my options so that I do not leave behind my old retirement benefits?
2.) Newly Married- How do we align our financial goals and dreams as a couple?
3.) Recently Had a Baby – What college funding accounts are the best for my situation?
4.) Shopping Life Insurance – How do I protect my family in case something happens to me?
5.) Recently Moved to the Area – We need to talk to a local financial advisor.
6.) Colleagues from Work – Am I saving enough into my retirement accounts?
7.) Divorced – How do I begin to rebuild?
8.) 5-10 years from Retirement – How can we put a safety net under our retirement nest?
9.) Recently Widowed – How do I adjust my investment objectives?
10.) Shopping Long Term Care Insurance – How do I make sure I do not become a financial burden on my children as I age and need assistance? How can having this policy protect my retirement money?
11.) Estate Planning Strategies – How can I make sure my legacy is passed on to future generations?
I help my clients in a multitude of ways including: wealth, investment protection, retirement planning, arranging higher education funds, organizing and developing full-service financial planning, helping business owners and individuals identify risk, enhancing their rate of return, and reducing taxes.
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.