At Equitable Advisors, I help individuals through an all-inclusive planning approach. Equitable’s services allows me to serve all of my client’s needs ranging from life insurance, retirement & estate planning strategies, asset management, long term care as well as strategies for employers and business owners. I create customized strategies and offer products from hundreds of leading investment and insurance companies.
As a Financial Professional with Equitable Advisors, LLC, and an agent of Equitable Network, LLC and its subsidiaries, I work with dozens of providers to offer a variety of financial products and services; including, Retirement Planning, Education Planning, Business Planning, Mutual Funds, Brokerage Accounts, Life Insurance, Disability Income Insurance, Annuities, and Employer-Sponsored Retirement Plans such as 401(k), 403(b)/TSA and 457(b)/EDC. As a financial professional, my mission is to provide the highest level of service available through helping clients identify and prioritize their financial objectives.
I currently hold the Series 7 General Securities License, and the Ohio Life, Accident and Health Insurance licenses.
I attended East Aurora High School in East Aurora, New York and earned my Bachelors of Science in Business Administration at John Carroll University in Cleveland, Ohio. While attending college I was an active member of the investment club, as well as staying active on campus by participating in many on-campus events.
In my free time, I enjoy being outdoors including biking, running, and skiing.
Please contact me at (216) 615-7469 or at firstname.lastname@example.org as a resource for planning your financial goals.