At Equitable Advisors and The DMG Group we help individuals, families and businesses to realize their financial goals. We provide financial guidance to assist in making important decisions for their financial future. We do so by addressing their goals in small manageable steps. We also take pride in creating a custom strategy that gives everyone the ability to reach their financial destination. We offer a wide range of products and services for wealth management, business and succession planning, estate planning strategies, retirement planning and compensation design solutions.
We are an organization that is comprised of a dedicated team of professionals with backgrounds in finance, insurance, investments and accounting. When working with our clients, we adhere to a strict philosophy of building a relationship of trust. Each member of the team is responsible for understanding the client's entire financial picture and for providing the appropriate resources to meet a wide variety of needs. We encourage our clients to integrate existing relationships with trustees, attorneys, accountants and other professionals to help ensure that we are taking a comprehensive approach when creating financial strategies.
I currently hold my FINRA series 7, 66, 24, variable, life and health insurance licenses. I am an Investment Advisor Representative (IAR) and am currently working on obtaining further education to better serve our clients. I currently live in Concord Township, OH with my wife Stacey, son Dylan, daughter Grace and our dog Maverick. I enjoy spending time with family and friends, golfing among other activities.
For more information, please select learn more in the career opportunities box on the right. EOE M/F/D/V. Equitable Advisors is an Equal Opportunity Employer- M/F/D/V
The DMG Group is not owned or operated by Equitable Advisors or its affiliates.
