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Leah K

Series 66

Sioux Falls, SD

Equitable Advisors

Leah Kerwin is a financial advisor with Equitable Advisors, holding a Series 66 credential and bringing 26 years of industry experience. She was previously with Thomas S Voorhees for 24 years before joining Equitable Advisors. Outside of her advisory role, she serves as a board member for Calm Waters Veterans Retreat Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on client risk assessment and tailored investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Thomas V

Series 63, Series 65

Sioux Falls, SD

Equitable Advisors

Thomas Voorhees is a financial advisor with Equitable Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Outside of his advising role, Voorhees is a network member of the National VOAD South Dakota chapter. Equitable Advisors serves individuals across the wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers advice through a broad network of Investment Adviser Representatives and emphasizes third-party program models and discretionary management within its service offerings.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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