As part of the Morstan General family I have the opportunity to work with a great many brokers helping them develop their agency's Life, Health, and Financial Planning Business. I have a wonderful opportunity to help others help their clients... The challenges can be many in developing new lines of business, paramount among these is keeping your clients confident in your abilities. We accomplish this with great success and it is quite rewarding to see brokers "achieve liftoff" in a new arena.
I am a member of the Stern and Recanati Alumni associations, having studied both in the US as well as abroad. I am a co-founder of Equitas Advisors LLC and I strive to be the consummate Financial ...
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