With 25 years of experience at Equitable Advisors, I serve as a Managing Partner, overseeing operations across four office locations in New York and Florida. Since founding the firm with Kevin Dayton in 2002, our goal has been to establish a "boutique" financial services firm that provides tailored advice for any financial circumstance our clients may face.
Throughout my career, I have been recognized as a top performer, beginning with the honor of Leading Developing Sales Associate in my third year. My commitment to excellence has earned me membership in the National Leaders Corp, Circle of Excellence, and various other accolades, including the Silver Eagle of Excellence. I hold the CERTIFIED FINANCIAL PLANNER® professional and Chartered Life Underwriters designations, underscoring my dedication to continuous professional development.
Born and raised on Long Island, I graduated from Rensselaer Polytechnic Institute (RPI) with a degree in Chemistry/Chemical Engineering and a minor in Business Management. My engineering background has equipped me with problem-solving skills that have been invaluable in my sales career. I began my journey at Pall Corporation and later at Betz Laboratory Corp., where I honed my skills in technical sales.
Outside of work, I am deeply committed to my community. I have been a member of Rotary International for 25 years, serving as a director and past president in my local Northport Chapter. My involvement extends to multiple charities, including the Boys and Girls Club, Friends of Karen, Girls Inc, and the Red Cross.
With a passion for helping others and a wealth of experience, I am dedicated to guiding my clients through their financial journeys, offering insights and solutions tailored to their unique needs.
CA Insurance Lic. #0C83614