Canonsburg , PA
Mobile: (724) 986-9691
Website: http://www.beauxdelattre.com/
With over fifteen years of experience in the financial services industry, I specialize in helping families plan for a secure and successful retirement. I use a holistic approach to planning that begins with a clear understanding of my clients’ needs and goals. From there, I build a customized, comprehensive plan that focuses on small, manageable steps. I help my clients reach financial freedom while being prepared for every stage of life. My clients receive one-on-one financial guidance, regular meetings, personal service, and direct access.
Comprehensive financial plans include:
Group & individual retirement plans
Life, disability, and long-term care insurance
College savings strategies
Estate Planning
Tax management
I have a bachelor’s degree from West Virginia University (WVU) and am actively involved in my local community. Outside of work, I enjoy spending time with my wife, Holly, and our four children Shyla, Declan, Ashlynn, and Brooklyn. I also enjoy traveling and playing hockey.
Whether your financial goals are simplistic or unique, I offer consistent, trustworthy, and personalized solutions to provide a lifetime of financial security.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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.