As a Financial Advisor at Equitable Advisors, I specialize in comprehensive wealth management strategies tailored for business owners, high-earning individuals, and high-net-worth clients. Our approach extends beyond simple wealth accumulation strategies; my partners and I emphasize the importance of proactive planning for wealth protection, distribution, and transfer.
Recognizing that many clients lack the necessary planning for tax-efficient wealth transfer and overall portfolio risk management, we offer guidance to help them understand and mitigate risks related to asset growth and taxation. Whether dealing with business assets, real estate, or diverse investment portfolios in taxable, tax-deferred, or non-taxable accounts, we hyperfocus on risks that will accelerate wealth depletion if left unchecked.
By conducting holistic analyses of our clients' financial situations, we design strategies that effectively manage these risks, ensuring smooth and efficient wealth utilization and transfer to future generations.’
Education and Related Experience:
- Bachelor of Business Administration; Kennesaw State University; Coles College of Business
- Major in Finance
- Minor in Economics
Accreditations and Professional Titles:
- Qualifying Member of the Million-Dollar Roundtable through The Premier Association of Financial Professionals®
- Recipient of the Equitable Advisors Centurion Award
- Credentialed Holistic Financial Coach (Equitable Advisors, LLC.)
- Military Service; United States Marine Corps and USMC Reserve
- FINRA Series 7
- North American Securities Administrators Association (NASAA) Series 63 and Series 65
FL 2-15 License
CA License # 4296138
FINRA – Series 7
NASAA – Series 65, Series 63
Credentialed Holistic Financial Coach (Equitable Advisors, LLC.)
Securities 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.