About Us

Client Onboarding

Thank you for placing your trust and confidence in us as we help you plan for your financial future.  It is important to stay connected to each of my valued clients. You can expect frequent communication from me and my team through phone and email, as well as our scheduled reviews. When questions arise, please do not hesitate to contact me; I would be glad to assist you. Should your family or financial picture change, be sure to let me know so we can adjust accordingly.

We hope to continue to grow our practice in the surrounding communities. Please don’t hesitate to refer a family member, friend, coworker, or business partner. We look forward to this journey together.

In the meantime, here are a few resources you may find helpful to get started.

Equitable website: www.equitable.com

Equitable.com registration and login instructions

Equitable Advisors at a Glance


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, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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