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 education and experience enable me to explain complex issues and strategies in clear language, which should help you to feel more comfortable with the strategies you choose.  This is best done through collaboration and a two-way commitment to your strategy.

When it's time to implement your strategy, we'll work together to review the options and alternatives.  Next, you can select a combination of products and services that make sense and suit your needs.  From time to time, I'll check in to make sure that you're still on track and sticking to the strategy.

As a registered representative of AXA Advisors, LLC, and an agent of AXA Network Insurance Agency, LLC or its affiliates, 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
 

Estate Conservation
 

Fixed and Variable Annuities

 

Variable and Traditional Life Insurance

 

401(k) and other Company Sponsored Plans

 

Asset Management Accounts

 

Mutual Funds

 

Wrap Fee Accounts

 

Brokerage Accounts

 

Asset Allocation Strategies