As a financial professional with Equitable Advisors, I am dedicated to helping individuals and businesses plan for and build their financial futures.
To stay on top of my field and develop my professional skills over my 20-year career, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Life Underwriter Training Council Fellow (LUTCF)
- Million Dollar Round Table Member (MDRT)
- Retirement Income Certified Professional (RICP)
- FINRA Securities Registration: Series 6, Series 7, Series 63, Series 65 and Series 24
My academic achievements include:
- A Bachelors of Science Degree in Business Administration from the University of Kansas
- A Bachelors of Arts Degree in Economics from the University of Kansas
My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you address your goals. Then, if it is suitable, as a registered representative of Equitable Advisors, and an insurance agent of Equitable Network, LLC, I can recommend the appropriate products and services to help you execute your strategy.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at email@example.com. Complaints about an Equitable Advisors FP should be directed to firstname.lastname@example.org.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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.