About Us

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.

My years of training and experience in financial services help me to assess your most important financial concerns. Working together, we'll evaluate each issue to design a financial strategy that addresses your unique needs and helps you reach your goals.

Once you've decided upon a strategy that meets your needs and that you are ready to put into action I'll go over your options, helping you select a combination of products and services that make sense and suits your goals. Over time, I'll follow up with you to make sure things are on track and proceeding according to plan.

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:

  • Fee-Based Financial Planning
  • Retirement Planning
  • Business Planning
  • Estate Conservation Strategies
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • Disability Income and Other Insurance
  • 401(k) and other Company Sponsored Plans
  • Asset Management Accounts
  • Mutual Funds
  • Education Planning
  • Wrap Fee Accounts
  • Brokerage Accounts
  • Deferred Compensation Programs
  • Buy-Sell 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.

California Insurance License #: OI95168

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. 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.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

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