Welcome! I appreciate you taking the time to learn more about our group. Our ability to form strong relationships and our experience with comprehensive financial planning has enabled us to have a positive impact on our clients' lives. I look forward to the opportunity to work with you, too! I grew up in the D/FW area and graduated from the University of North Texas. My husband, Brian, and I live in Las Colinas. I would be thrilled to hear from you. Please feel free to contact me at 972-455-9112 or email@example.com.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com.
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