I am is passionate about working with individuals on a face-to-face and more recently, in a virtual setting to proactively solve problems and help achieve their financial goals. I am currently licensed with the Series 66 and Series 7 security licenses. I am also an Insurance Agent in which I have obtained my license for Accident, Health, Life, Variable Life & Variable Annuities. This has provided me to properly plan financially for individuals and small businesses. At Equitable Advisors, our comprehensive planning approach allows us to service all client needs from asset management, retirement and estate planning, life insurance, long term care and disability insurance. Additionally, we specialize in strategies for small business owners and individuals in regards to 401(k), 403(b) plans, individual retirement plans, employee benefits, and executive compensation. Our main focus being to help individuals and small businesses Protect, Accumulate, and Transfer Wealth Tax Efficiently via a comprehensive financial planning. 