My Mission

My professional focus is helping educators and non-profit employees plan and save for comfortable retirements using tax-advantaged products. My background helps me understand these individual's special needs and develop plans geared towards achieving their financial goals. If you're a plan administrator, I'm here to help you provide your employees with effective retirement saving programs.

My education and experience help me communicate complex issues and analysis clearly. I'll skip the jargon. Because I want you to be comfortable with the program we develop, we'll work collaboratively throughout the entire process.

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
• Estate Conservation Strategies
• 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
• 403(b) Plans
• Keoghs Plans
• Asset Management Accounts
• Mutual Funds
• Money Markets
• Traditional and Roth IRAs
• Wrap Fee Accounts
• Brokerage Accounts
• 529 Plans
• Deferred Compensation Programs
• Buy-Sell Plans
• Non-Qualified Retirement Plans
• Life Insurance for Key Persons
• Asset Allocation Strategies

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

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.

Thanks for visiting.