10+ Years at Equitable Advisors, LLC.
Recipient of three consecutive Gold National Builders Trophies, I am proud to have led the #1 planning team for Equitable Advisors in 2020, 2021 & 2022. I was subsequently promoted to Senior Vice President in January of 2023. My current role is to oversee development & training within our three Greater NY offices located in Manhattan, Long Island and SaddleBrook, New Jersey.
I continue to be passionate about financial planning and working with families to achieve financial independence, however defined. In July of 2022, I completed my CERTIFIED FINANCIAL PLANNER® professional designation in order to serve my clients with the highest regards to education, ethics, and experience.
NBA Legend and Childhood Idol Kobe Bryant taught me “the most important thing is to try and inspire people so that they can be great in whatever they want to do.” His passing serves as a reminder that life can change in a blink of an eye, and so I aspire to inspire those around me to approach each present, moment with purpose and intentionality.
California Insurance License #0K63159