Specialties
About Me
Most people spend decades saving for retirement — yet when the time comes to turn those savings into income they can count on, they’re left with more questions than answers.
Will the money last? What’s the right way to draw from different accounts? How much can I spend each year without running out? How should I be invested? These are big questions — and they deserve more than guesswork. With a Master’s in Finance and completion of the RICP® — a specialized program focused entirely on retirement income planning — my approach is both technical and practical: build strategies that are clear, tax-efficient, and built to adapt to real life.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary For Retail Investors and General Conflicts of Interest Disclosure.