I have been in the finance industry since 2019. Prior to this I spent 6 years with Paychex Inc as a health insurance consultant.
"Why did I became an advisor?" I became a Financial Advisor because I genuinely love to help coach individuals, families, and business owners by properly planning for life events and circumstances. I find passion in helping my clients through a customized and individually tailored retirement strategy process. My work is centralized on helping individuals, businesses, and business owners with the goal of educating and giving piece of mind by properly designing a financial roadmap for the future.
"Why did I join Cypress?" By joining Cypress I am fortunate enough to work with a team of financial professionals and diligent individuals. With a fluid and constantly changing marketplace, my team and I strive to challenge the status quo, adopt a responsible mentality and focus on long-term relationships with our clients, properly and honestly guiding them through the retirement planning process.
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.