My Mission

 

As a professional in the financial services industry, I recognize that the amount of information and choices available today can be overwhelming. Many people are left unsure what steps they should take to secure their retirement, protect their family or business from disaster, or weather the challenges of our current economic environment.

My mission in working with clients is to help them take control of their financial future. I believe in building strong, ongoing relationships based on professionalism and trust. With my knowledge and commitment to service, I can help you take measurable steps toward financial security and independence.

While helping you build a stable financial future, my goal is to be transparent so we are on the same page at all times. To best address your unique circumstances, we will walk through this process together to design and then implement a financial strategy.

The first step is to start on a strong foundation, which is a mutual understanding of your overall financial picture. Based on that, we will take a comprehensive approach to weigh out the advantages and disadvantages of the different choices available. Finally, after we put your personalized strategy into motion, I will check in with you regularly to make sure that it stays on track.

Working with AXA Advisors, I can provide a variety of financial products and services to help you build for and achieve financial security. These include:

  • Retirement Income Planning
  • Business Strategies Planning
  • Portfolio Design and Asset Allocation
  • Fee-Based Professional Money Management
  • Fixed and Variable Annuities
  • Variable, Indexed, and Traditional Life Insurance
  • Long-Term Care and Disability Insurance
  • 401(k) and other Company Sponsored Plans
  • 403(b) Plans
  • Mutual Funds
  • Traditional and Roth IRAs
  • 529 Education Plans
  • Corporate Owned Incentive Life and Executive Lifetime Income Plans
  • Buy-Sell Plans
  • Non-Qualified Retirement Plans

To learn more about me, my firm and the work I do, you can send me an email, call me, or register for a no-obligation appointment using the "Schedule an Appointment" link. Thanks for visiting, and I look forward to working with you.