My Mission

By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.

I have years of professional experience helping educators and non-profit employees plan and save for comfortable retirements by using tax-advantaged products. In conjunction, I offer qualified retirement programs to plan administrators that are designed to help participants reach their long-term savings goals.

My focus on executive benefits and estate planning strategies, two complementary disciplines, has enabled me to develop a thorough understanding of these specialized fields. My years of experience enable me to provide quality, professional service to business owners and other successful individuals.

My professional focus is helping companies set up and service qualified retirement plans for employees. My focus on retirement planning also enables me to help business owners and top executives develop their own personal retirement strategies. Whether it's choosing an IRA, a Roth IRA, a non-qualified annuity or other retirement savings vehicles, my experience can help create plans to address a wide-variety of retirement planning goals.

My education and experience enable me to explain complex issues and strategies in clear language, which should help you to feel more comfortable with the strategy you choose. This is best done through collaboration and a two-way commitment to your strategy.

When it's time to implement your strategy, we'll work side-by-side to review the alternatives. Next, you’ll select a combination of products and services that makes sense and is appropriate for your needs. From time to time, I'll check back to make sure you're still on track and sticking to the strategy.

As a registered representative of AXA Advisors, LLC, and an agent of AXA Network, LLC and its subsidiaries, I offer access to a variety of financial products and services that are designed to help you plan, build and achieve a more stable financial future. These may include:

• Retirement Planning
• Business Planning
• Fixed and Variable Annuities
• Variable and Traditional Life Insurance
• Disability Income and Other Insurance^*
• 401(k) and other Company Sponsored Plans
• Asset Management Accounts
• Mutual Funds
• Education Planning
• Wrap Fee Accounts
• Brokerage Accounts
• Deferred Compensation Programs
• Buy-Sell Plans
• Life Insurance for Key Persons
• Asset Allocation Strategies

^*Funded through the use of life insurance or other financial products.

As an AXA Advisors financial professional, my goal is to deliver sound financial, investment and insurance strategies that are designed to help you take control of your future. To learn more about me, my company and the valuable work I can do for you, send me an e-mail, call me at the number listed on my home page or register for a no obligation appointment here on my Web site using the "Appointment sign-up" link. I look forward to working with you and helping you reach your goals.

Thanks for visiting.