My Approach

As your financial professional, I'll strive to provide personalized, goal-oriented financial planning programs that are designed with your needs, circumstances and aspirations in mind. By focusing on your goals and priorities, we'll create a plan together that can help you achieve your long-term financial objectives.

My primary focus is helping companies establish and service qualified retirement plans for their valued employees. After assisting business owners and executives with programs for their employees, I often work with them individually to design and execute strategies that can help them meet their long-term financial objectives.

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.

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:


  • Fee-Based Financial Planning
  • Retirement Planning
  • Business Planning
  • 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.

Now that you've learned a little bit about me and the work 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.