With over 20 years of experience in the financial services industry, I am a dedicated and client-focused financial advisor at Panorama Institutional Solutions, in alliance with Equitable Advisors. I specialize in deferred compensation planning, retirement planning strategies, pension distribution planning, risk management planning and helping clients optimize their income and wealth in various life stages and scenarios. I am passionate about providing personalized and holistic financial solutions that align with my clients' values, needs, and objectives. I work with a diverse and loyal client base, ranging from individuals and families to small businesses owners and medical professionals. I collaborate with a team of experienced and supportive professionals at Equitable Advisors, who share my mission of empowering clients to achieve financial security and well-being.
When I am not in the office, I can be found at my kids’ sporting events, enjoying a round of golf, or researching a new vacation spot to visit with my family.