Welcome! Please call me Jay!
I am an experienced financial consultant who brings a personal approach to each of my clients. Through comprehensive financial planning that is tailor-made to each client’s unique situation, I strive to help make your financial goals more attainable.
I specialize in retirement planning, investment management and risk management and believe in bringing a balanced perspective to creating a holistic plan for individuals and their families.
As an investment advisory representative with Equitable Advisors and a member of the Retirement Benefits Group, it is my responsibility to provide clients with the best financial advice that is most suitable to their needs.
To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:
- FINRA Securities Licenses: Series 66, Series 7
- State-specific Life, Accident and Health Licenses