I was born and raised in Auburn, NY and started my college career at Monroe Community College. After some time, I then transferred to West Virginia University where I graduated in 2011 with a B.S. in Business Administration in Finance. Shortly after graduating, I started working at Equitable Advisors, in the Syracuse Branch. I recently moved my practice to Auburn and joined Cypress Financial Consultants. My wife Stephanie and I have a Golden Retriever name, Sullivan, and we are expecting our first human child in 2022.
"Why did I became a financial professional?" It’s important for me to make a difference individuals’ lives, which is why after discussing this opportunity with established advisors I knew I wanted to be a part of this business. I enjoy helping individuals, families, and businesses create plans to both grow and protect their financial future. I enjoy my time with clients and each day is unique which makes for an exciting career!
"Why did you join Cypress?" By joining Cypress, I will be able to better serve my clients and expand my practice to care for those in the Auburn community. My practice will be enriched by running different ideas and thoughts by other professionals on our team.
Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN) Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Securities and investment advisory services 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.
Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.