I enjoy helping individuals, families, and businesses plan for their future and achieve their financial goals by creating tailored investment management plans, implementing voluntary benefit packages, and navigating tax-efficient rollover and exit strategies.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice.