I have helped many individuals and business owners grow and protect their wealth, families and employees. It is my mission to learn about each of my client’s personal goals, hopes and dreams to help them build a customized plan to put them on track to accomplishing those goals.
In 2001 I joined the Rochester office as a financial consultant working with families and business owners in areas of asset management and protection. Due to early success and dedication to financial advising, I chose to build a team of advisors and was quickly promoted to Vice President in March 2006. My experienced team has professionals in the areas of: Retirement planning, Estate planning Strategies, Income distribution planning, Asset management, Risk management, College education funding, Employee benefits, Business succession planning, Wealth Management.
As Senior Vice President Northern Complex, one of my goals is to promote high performance and practice development of associates. This involves recruiting highly talented individuals and mentoring them to build their own financial planning practices. We lead, mentor and coach financial entrepreneurs to achieve independence and success by positively impacting the lives of others. If you or someone you know is looking to begin a career in financial services please contact me to learn about our opportunity.
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.