"Why did I become a Financial Professional?" I joined financial industry in 2012, although I would say I've been a part of this industry for much longer. My Dad has worked in the industry for over 30 years. After graduating college and moving back to upstate NY he convinced me to come join his team of financial professionals in Syracuse. It wasn’t a hard decision as I have always admired the work he has done through the years, helping people to identify their financial goals and protecting their families along the way. I initially started to work quite a bit within the NYS public school system. Here I helped faculty and staff to start their retirement savings while also putting an important focus on protecting their NYS retirement plans through life insurance. I grew my business through referrals from this network of wonderful teachers and staff and am so appreciative for that. As the years have passed, I have begun to branch off into focusing on helping individuals and families. I help them to establish and implement a financial strategies to help them to grow retirement savings, college savings, and investments, all while protecting their children and households through life insurance. It has been a rewarding career thus far. One that has allowed me to also grow my family over the last ten years. I look forward to growing further now that I have joined the Cypress team.
"Why did I join Cypress?" I decided to join Cypress to better serve my existing and future clients. Although I have learned and gained a lot of knowledge over the past ten years, having a highly respected team who has been working for 20 plus years in the business is very reassuring. My sister and business partner has been a part of this group for (3) years. I have been able to see firsthand how helpful it has been for her to have a team behind her. It gives me the confidence that I will be able to help my clients no matter what their situation or needs may be. I look forward to working with this group and growing my business further to help many more individuals, families, and small businesses address their financial and protection goals.
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.