My Financial Background
Where Financial Advisory Meets Federal Benefits
With 34 years of experience in the financial services industry, I've seen and heard it all. I am a Financial Adviser, Registered Representative, and Investment Adviser Representative with Equity Services, Inc. My extensive financial background allows me to understand my clients' needs and provide recommendations that will help allow them to achieve their financial goals, whether that be as they navigate everyday life or retirement.
In the past several years, the focus of my practice has shifted to working with federal employees. I am a Chartered Federal Employee Benefits Consultant, a prestigious designation for Financial Advisors who have successfully completed an intensive training course and passed a rigorous examination covering all federal employee benefits. My vast knowledge of federal benefits and federal retirement allows me to bring an unmatched value to federal employees. If you are a federal employee and you currently have a financial advisor, you should be asking them how well they understand your federal benefits and the implications of those benefits on your retirement!
As a proactive communicator and trusted partner, I pride myself on building strong relationships with my clients, allowing me to tailor strategies that align with their individual goals. Whether it’s retirement planning, investment strategies, or understanding federal benefits, I am dedicated to providing the expertise and support needed for a secure financial future.