I was born and raised in Auburn, NY, and have been a part of upstate New York my entire life. Following high school, I went on to study Finance and Economics at SUNY Oswego. In 2015, my senior year, I was given the opportunity to intern with Equitable Advisors. Following my internship, I joined the firm full time and began to build my business. I currently reside in Camillus, NY. I enjoy spending my free time with family & friends on Owasco lake or the golf course.
My first job as a young boy was working at a country club. There I had exposure to many successful individuals whom I always wondered what they did or how they became so successful? Turns out, a handful of them worked in financial services. I began to learn more about the career and decided the concept of helping people in my community make smart decisions regarding their finances appealed to me. It is a great feeling at the end of your day or week knowing you are making a positive impact on the lives of others.
Why you joined Cypress? Aligning myself with other professionals who hold themselves to a higher standard was always a goal of mine. By joining a group of experienced advisors, I was able to grow my knowledge and provide a higher level of service to those who work with us through collaboration and teamwork.
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.