Professional Focus
Intergenerational Legacy Planning
Retirement Income Strategies
Risk Management Planning
Wealth Preservation Strategies
EducationBS Business Administration, Cum Laude Boston College, Chestnut Hill, MA
Chartered Financial Consultant (ChFC) American College, Bryn Mawr, PA
Chartered Life Underwriter (CLU) American College, Bryn Mawr, PA
Chartered Advisor for Senior Living (CASL) American College, Bryn Mawr, PA
ExperienceChartered Financial Consultant
Equitable Advisors 2007- present
Sandwich generation: Caring for my Mom 1996-2005
Phoenix Companies 1993-1996 (Allmerica 1984-1993)
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.