I am part of a financial planning team at Equitable Advisors. We focus our time meeting with successful individuals, responsible families and business owners in the Greater Washington, D.C. area. Our team's concentration is in wealth management strategies and insurance planning with an emphasis on tax-efficiency. Working with our team may include helping an individual invest for retirement, assisting families with long term care planning or helping a business owner protect, preserve and pursue more value from their business, more tax efficiently.
- 2 time Developing Associate of the Year
- National Leader Forum Qualifier
- Centurion Award Winner
- A member of Equitable Advisors Elite Producer Group. The EPG is a division of Equitable Advisors which represents the top 8% of the company's 5,000 plus Financial Advisors
- Qualifying member of Million Dollar Round Table, a prestigious network made up of the top 5% of financial professionals internationally. Members of the MDRT are recognized for serving their clients with outstanding performance and the highest standards of ethics, knowledge and productivity.
- Jimmie Johnson Foundation member
CA Insurance License # 0I82809