My Mission

When working to formulate a sound financial strategy, I believe in taking a long-term view. My experience and hands-on approach, combined with the variety of products and services offered through AXA Advisors, LLCs and its affiliates, can help you plan for -- and build -- your financial future.

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.

AXA Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

  • Fee-Based Financial Planning
  • Retirement Planning
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • Disability Income and Other Insurance
  • Long-Term Care Insurance
  • 401(k) and other Company Sponsored Plans
  • Asset Management Accounts
  • Mutual Funds
  • Traditional and Roth IRAs
  • 529 Plans
  • Deferred Compensation Programs
  • Asset Allocation Strategies

Now that you've learned a little bit about me and the work that I do, let me help you plan for your financial future. Send me an e-mail, give me a call at the phone number listed on my Home page or register for a no obligation meeting here on my Web site using the "Appointment Sign-up" link. Let's work together to help you build a more secure financial future.

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