I am a Financial Consultant who works with individuals, families, business owners, and corporations to achieve their financial goals. Since entering the financial industry in 2012, I joined the firm that is now Equitable Advisors in 2015. In January 2021 I was fortunate enough to join the Evergreen Wealth Strategies Team at Equitable Advisors. My financial practice focuses on a comprehensive approach, focusing on the objectives of my clients and building a holistic strategy to achieve those goals. Our firm provides financial solutions including wealth management, life insurance, retirement planning, & long

I enjoy a variety of activities such as aviation, traveling, sports, volunteering in the community and spending time with family, friends, my wife Taryn and our dachshund Bowen.

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.  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. Evergreen Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck