Retirement Planning Specialist

Equitable Advisors


 Your Life...   Your Way.   Plan It.  Live It.

I can help make it happen…Today's investment climate offers opportunities. At Equitable Advisors, our mission is to help clients take advantage of those opportunities by providing them with three key tools:


1. A clear understanding of their financial goals

2. A well-defined roadmap for achieving those goals

3. Ongoing advice to help adjust their roadmap when their needs change 


Our services cover all areas of financial management, from investment and retirement planning strategies to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.


 On my website you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. Please remember to visit often, as the content is constantly changing. For help with your financial management, or for more information on Equitable Advisors, please contact me today.


 Licenses & Education: B.S. Accounting University of Illinois at Chicago, Series 7, Series 66, Series 24, Health Accident & Life Insurance.

 Professional Affiliations: Member, National Association of Insurance and Financial Advisors