My Approach

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

My professional focus is on helping companies set up and service qualified retirement plans for their valued 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 achieve a wide-variety of retirement planning goals.

My years of training and experience in financial services help me to assess your most important financial concerns. Working together, we'll use this knowledge to design an investment strategy that addresses your unique needs and helps you reach your goals.

Once you've decided upon a strategy that meets your needs and that you are ready to put into action, I'll go over your options, helping you select a combination of products and services that make sense and suit your needs. Over time, I'll follow up with you to make sure things are on track and proceeding according to plan.

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


  • Retirement Planning
  • Business Planning
  • Estate Conservation
  • Fixed and Variable Annuities
  • Variable and Traditional Life Insurance
  • 401(k) and other Company Sponsored Plans
  • Disability Income and Other Insurance*
  • Asset Management Accounts
  • Mutual Funds
  • Wrap Fee Accounts
  • Education Planning
  • 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.