Financial Analysis and Ideas for Your Financial Efficiency and Success

As a Financial Advisor with Equitable Advisors, I am dedicated to helping small businesses, federal employees, individuals and families achieve their financial goals.  To do it right takes commitment, open and honest communication, recommendations based on analysis and experience, services as provided by a world renowned financial institution like Equitable Advisors and a capable financial professional like me.

Through Equitable Advisors, Equitable's network, and the team of Prestige Financial Group, I have the resources and knowledge to help develop, implement and execute an efficient and sound financial strategy.

Whether you are a small business owner, or a "do-it-yourselfer" looking to achieve your financial goals, my job is to select appropriate strategies and saving, or investment vehicles to help make your objectives a reality.  These saving and investment vehicles we leverage are typically geared towards tax-efficiency first with the ultimate goals of performance and creating options for our clients.

If we have not met, please submit a request to schedule an appointment (under Contact Us) where can spend 10-15 minutes getting to know one another.  Within that 10-15 minute meeting, we should be able to determine if it would make sense for us to proceed working together.  At a minimum, we'd be able to establish whether or not we could be a resource for one another at some point in the future.

Thank you for visiting.  There are plenty of education and tools available for your review and use.