I began my career at Equitable Advisors, LLC in September 2005. My training as a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional (RICP®) has led me to develop a comprehensive process to working with you. I use a consultative approach to identify where you are now, where you want to go, and how I can help you get there. I integrate investment management with risk management including wealth protection and insurance vehicles. I implement the key areas of financial importance, including investing, retirement income planning, estate planning and wealth transfer. I am fortunate enough to work with one of the finest teams of financial professionals and staff in the industry. I focus on keeping long-term relationships with my clients, addressing their financial needs with quarterly reviews and being highly responsive throughout the year for any financial questions they may have. I pride myself on the deep relationships I maintain with my clients.Also, as a Chartered Special Needs Consultant (ChSNC™), I am equipped with the skills needed to help parents and caregivers with dependents with special needs, plan with compassion. This includes maintaining government benefit eligibility, Special Needs Trusts, ABLE accounts, tax deductions, Letters of Intent and the amount needed to fund a lifetime of quality care.My investment portfolio approach utilizes a fully diversified, strategic allocation based on your investment objective and time horizons. This is coupled with shorter-term tactical over/underweight positions based on current economic forecasts and ongoing market research. Portfolios can be implemented using institutional money management or customized portfolios using mutual funds, ETF’s and individual stocks. Throughout our relationship I am highly responsive, providing quality service and help address whatever financial decisions that may impact your financial future.