Broker Check

Individuals & families

We know creating a plan isn't a one-time thing.


As your life evolves, so will your goals. We'll be there with you, helping you shift your strategy, update your portfolio, and leverage the right products to make smart choices for every chapter of your life.


A smart plan for the future considers your needs and lifestyle today, as well as your long-term aspirations. Yours should reflect your personal goals and help you reach them on your own terms.


To take care of the people you love and the life you've built, a solid protection plan is an important part of your financial strategy. Your plan is designed to fit your priorities, needs and aspirations.


In retirement, you want the freedom to pursue your passions. We’ll help you develop a plan so you can feel empowered to make choices for a meaningful life as you define it and find fulfillment along the way.

Whether you’re just starting out, juggling the demands of mid-life, transitioning to your next act, or defining your legacy, we can support you.

  • Life Insurance
  • Disability and Long-Term Care Insurance
  • Individual Retirement/Education Planning
  • Annuities
  • Equity Investments
  • Fixed-Income Investments
  • Investment Accounts (Traditional Brokerage)
  • Investment Advisory Programs
  • Financial Planning1

1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives for Equitable Advisors, LLC, a SEC-registered investment advisor.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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