Jan 17, 2022 | Our Team
Executive Vice President In my prior career, I had the opportunity to work for a multi-national corporation in three continents around the world. This career provided me a platform to be exposed to several different cultures. With this diverse background, I embarked...
Jan 17, 2022 | Our Team
Executive Vice President At the core, I’m an analytical person. Data and logic are important to me. I have an Electrical Engineering degree from Vanderbilt University. But I also really like talking to people and learning about their lives. In addition to...
Jan 17, 2022 | Our Team
Executive Vice President With over 40 years of experience in the financial services and telecommunication industries, I have a proven track record of applying innovative financial management skills in both corporate and individual settings. The cornerstone of that...
Jan 17, 2022 | Our Team
President & CEO With my background in Law and Business, I have worked with businesses, business owners and professionals for over 30 years. In addition to the needs that successful individuals have, e.g., wealth management, retirement and estate planning...
Jul 14, 2023 | Financial Planning, Holistic Financial Planning, Resources
Please review, and if desired, download and share the attached summary. The attached information has been furnished by a third-party and is being provided to you for your general information. John Hancock is not an affiliate of Equitable Advisors, LLC (Equitable...
Jan 29, 2023 | Financial Planning, Holistic Financial Planning, Investments, Resources
Every time something new happens in the world — whether it’s economic, political, or even health-related these days — it seems like the market reacts. Large swings, especially, may cause you to react emotionally, making changes to your portfolio that may not be in...
Jan 16, 2023 | Financial Planning, Holistic Financial Planning, Investments, Resources
“How can I provide for my loved ones when I’m gone?” What would your loved ones do without you? It’s hard to contemplate, especially if you’re still young. However, if you’re a primary earner in your household, preparing now can help ensure that your partner, children...
Dec 27, 2022 | Education, Financial Planning, Holistic Financial Planning, Resources
“How can I make sure my kids can afford to go to college?” A college degree has never been more important. Today, many jobs that pay a living wage require at least a bachelor’s degree. If you’ve got children or are planning a family, you may wonder how you can...
Nov 29, 2022 | Financial Planning, Holistic Financial Planning, Resources
“My family is growing. What do I need to do financially to get ready?” Having children will change your life in so many ways, but the part you may not anticipate is how expensive a growing family can be. A professional can help you get your finances in order as you...
Nov 29, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources
“How can I plan for the experiences of a lifetime?” Do you long for a secluded beach? The opportunity to learn a new skill? A chance for multiple generations of family to gather? A night out at an expensive restaurant? Experiences make our lives richer. In...
Nov 1, 2022 | Business Strategies, Holistic Financial Planning, Investments, Resources
“How can I pursue my passion without jeopardizing my financial security?” Even if you love your job, you probably have something else that you’d rather do. Maybe you always wanted to learn to play the piano. Maybe you have an idea for a small business. Maybe you’re...
Nov 1, 2022 | Financial Planning, Holistic Financial Planning, Resources
“How can I make sure I can cover healthcare costs?” Healthcare costs are high and growing, but your financial professional can help you prepare for the unexpected expenses that can come with injury or illness. The Centers for Medicare and Medicaid...
Sep 29, 2022 | Financial Planning, Holistic Financial Planning, Resources
Retiring can be complex, even at the best of times. When couples stagger their retirement dates, there can be further challenges — and benefits. While the traditional assumption has been that couples will finish their working lives together and start enjoying all the...
Sep 29, 2022 | Financial Planning, Holistic Financial Planning, Investments, Resources
As we begin the caregiving journey, we are mainly concerned about our aging parents’ well-being and safety. This can be a difficult time psychologically for adult children as they watch their parents, once vital and in charge, become frail and in need of help. In the...
