Our Approach

I am committed to building long-term relationships with my clients and community, and providing fee-based financial planning and non-fee planning strategies that are designed to help you prepare for your future.  I have the tools and knowledge needed to help you develop and implement a personalized financial strategy.

I'll explain complex issues in easy-to-understand language. My job is to help you map out your financial goals and to help you select the appropriate products for your objectives. Through AXA Advisors and its affiliates, The AXA Equitable Life Insurance Company (AXA Equitable) and AllianceBernstein LP, as well as 100 other well-known mutual fund, annuity and insurance companies, I can offer a broad range of financial products and services.

To ensure that you are comfortable with your strategy and product choices, we will work collaboratively through each step of the planning process.  Your participation is vital to the creation, implementation and success of your financial strategy.

I have the strength of a national organization that thinks and acts locally.  I am part of a preeminent corporate family with deep roots and broad reach through AXA Financial, Inc., a member fo the global AXA Group, which has major operations in Western Europe, North America, and the Asian-Pacific regions.

To disucss how I may help you address your financial goals, send me an e-mail, call me at the phone number listed on my home page, or register for an obligation-free consultation here on my Web site.

Thanks for visiting my site!

 

Securities products and investment advisory services are offered through AXA Advisors, LLC (member FINRA/SIPC) a broker dealer and investment advisor, 1290 Avenue of the Americas, New York, NY 10104. Variable and traditional life insurance and annuity products are offered through an affiliate, The AXA Equitable Life Insurance Company and over 100 other companies.

Disability Income insurance is issued by third-party insurers and made available through AXA Network, LLC, an insurance general agency.

 

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