Cetera Wealth Partners

I am a passionate and creative retirement plan advisor whose purpose is helping business owners create prosperity in their business and provide security for their employees. That’s why I created Equity 401k Consultants. A firm dedicated to creating success outcomes for businesses and their employees. I started in the banking industry helping businesses get the capital and loans needed to grow. But..... I always felt like I could do more. I loved the relationships with the very individuals who were making our economy move and giving our communities a place to work. It's because of this I became an advisor. I wanted to help business owners grow and leverage what they created to expand even more while creating a business and benefits package that would secure a future for themselves and their employees.

Equity 401k Consultants exists to help business owners and their employees meet their financial goals by providing premier retirement plan solutions & consulting services. We provide 3 outcomes when you work with us: Time, Protection, Savings: • Give you more Time with administrative support • Increase Protection with fiduciary support • Increase Savings by keeping costs low Who do we work with? • Start-up plans • Pension plans • Existing 401k & 403b plans • Plan participants • Business Owners and Executives