In 1980, Fred began his career in Financial Consulting. Since then, he has held several leadership and management roles within the company. Fred is responsible for hiring and training many of the top-level managers and associates within the company. He is a nationally recognized and awarded leader that has transitioned that success into working with his personal clients.
In 2001, Fred created Cypress Financial Consultants to bring a team of advisors and staff together to better serve their clients. He has been able to build the organization to become a member of the Paramount Planning Group, a division of Equitable Advisors that recognizes the top 5% of all Equitable Advisors financial professionals across the country. He is also a member of the Equitable Advisors Elite Producer Group. Fred specializes in working with small business owners, the self-employed, and professionals. He sincerely enjoys helping solve issues that his clients face when making decisions around investments, insurance, the challenges business owners face, and estate planning strategies. Fred entered the company Hall of Fame in 1991 and is a Golden Life Award Recipient. He was recognized as a National Honor Associate by his peers, which epitomizes the Equitable standard of professional achievement. His work has been published in several industry articles and books. Fred resides in Webster, NY (and parts of Florida in the winter).
He’s the proud father of two sons, Josh and Jake, that share his passion for the New York Mets and NY Giants. You can find Fred at Midvale Country Club (where he is a past President), Naples FL, and many other courses golfing with his friends and enjoying life. A crowning jewel in his illustrious career has been the addition of his son Josh who joined the Cypress Team and is a true partner. In addition, his “nieces” Gabby and Gillian are proud members, creating a true family affair.
Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)
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Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.