As a financial professional at the Pillar Group I strive to help accumulate and protect my client's most valuable assets through various planning strategies. I tailor my services to each individual client by providing customized strategies to meet their needs, by taking a comprehensive fact finding and problem solving approach.
In servicing my clients I keep the focus on their goals and concerns in mind. While working together with my client's and their other advisors such as their attorney and/or accountant. Together we formulate strategies to help our mutual client address those financial concerns based on their individual circumstances. As a registered representative and investment advisor representative of Equitable Advisors, and as an insurance agent of Equitable Network, LLC, I can recommend the appropriate products and services to help implement those strategies.
I have conducted many seminars educating individuals and business owners. I have spoken at local organizations and associations. I have been awarded the National Leaders Corps, Hallmark I and Equitable Advisors Centurion award. I am a member of the National Association of Insurance, Financial Advisors, Society of Financial Service Professionals, Million Dollar Round Table, and Board Member/Founder of several Business Network International chapters.
I have built my career in the financial services arena. I joined Equitable Advisors in 2002. Prior to my employment with Equitable I worked in Group Insurance industry providing services to Fortune 500 firms. Through that experience, I gained a solid foundation of the insurance industry.
I was raised in Monmouth County New Jersey, where I currently live with my wife, Cari-Ann, and two sons in Marlboro, NJ. I was formally educated at Rutgers University, where I received a Bachelor of Science from the Rutgers Business School with a major in Finance and minor Political Science and was President of the Rutgers Finance Association. I have been awarded the title of Retirement Planning Specialist by Equitable Advisors based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business. I hold the following registrations: FINRA Registrations: Series 7, 66, & Life & Health Insurance licenses.
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Warton School of the University of Pennsylvania.Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Warton School of the University of Pennsylvania.
California Insurance License #: 0E88633
Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Equitable Advisors / Pillar Group is not owned or operated by Equitable Advisors, LLC or its affiliates.