About Us

Our Firm

Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of financial products and services.

Whether it's developing a financial plan, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide up-to-date and cost-effective financial strategies to our valued clients.

The keys to our firm's success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each client's unique financial needs.  Our credentials, experience, and principled approach allow us to deliver on our promise of personalized service and provided an added level of comfort and confidence for our clients.

Please send an e-mail, call, or register for a no obligation appointment on my website.  We look forward to helping you take control of your financial future.

 

As registered representatives of Equitable Advisors and agents of Equitable Network, LLC and it's subsidiaries, our professionals 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 include:

Individual Financial Planning Investments Insurance Business Owners
  • Retirement Planning
  • Estate Planning
  • Asset Allocation Strategies
  • Education Planning
  • Estate Conservation
  • Stocks
  • Mutual Funds
  • Fixed and Variable Annuities
  • Brokerage Accounts
  • Fee-based Management Accounts
  • Variable & Life
  • Disability and Other Insurance
  • Life Insurance for Key Persons
  • Key Man Insurance
  • Buy/Sell Agreements
  • Defined Contribution Plans - 401(k), 403(B), simple IRA etc.
  • Business Succession Planning

 

 

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck