My Approach

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.

My combined executive benefits and estate planning focus helps give me a clear understanding of these inter-related and complex financial matters. My years of experience enable me to give successful executives and business owners the professional guidance and service they deserve.

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.

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 stable financial future. These may include:


  • Fee-Based Financial Planning
  • Retirement Planning
  • Business Planning
  • Estate Conservation Strategies
  • 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

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

My mission is to deliver practical ideas using investment and insurance strategies to help you make the most of your financial 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 phone number listed on my Home page or sign up for a no obligation appointment here on my Web site using the "Appointment Sign-up" link. We'll work together to help you reach your goals.

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