Growing up in Skaneateles, NY, I ventured away from home and graduated from Boston University in Boston, MA in 2020 with a Bachelor of Arts in Economics. Shortly after graduation, I became an advisor with Equitable here in Syracuse. During the summer of 2020, I was drafted into the Premier Lacrosse League to continue my athletic career. I am in my second year as a professional lacrosse player and enjoy spending the weekends in the summer with my teammates and coaches from all across the United States.
“Why did I become an advisor?” Throughout my childhood, lessons of being financially responsible occurred often. These lessons became heightened as I entered college and became independent. From these experiences, I realized the importance of a stable financial plan in place is for success. Today I help families develop a financial plan, incorporating investments and strategies to achieve financial success.
“Why did I join Cypress?” As a former college athlete and current professional athlete, being on a team has always been important. Joining Cypress has allowed me to continue working in a team environment that stresses collaboration and relationship development. Working with other financial professionals in Cypress provides me with the ability to present the best financial plan for families with the utmost confidence.
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.