As a Financial Consultant within the Retirement Benefits Group at Equitable Advisors I assist employees from public K-12 schools, park districts, cities, counties, and non-profit businesses. Inside these markets it is my goal to assist clients with any retirement/financial planning needs from employer sponsored deferred compensation and 403b plans to their state pension or social security.
I currently hold an Ohio Life & Health license along with a series 7, 24, 63, and 65 license.