As a financial professional with AXA Advisors, LLC, I am dedicated to assisting my clients with developing and implementing long term financial planning goals. I focus on working with small businesses and individual clients and their families.

In the business market, I focus on the development of comprehensive benefit programs, such as retirement plans, group medical, dental, and executive benefits. Whether it’s taking care of key employees, having the best benefits for your business, or focusing on reaching economies of scale, we can work together in designing your company's best solution.

As a Retirement Planning Specialist, I focus in working together with clients and their families, and in conjunction with my clients' other advisors, such as attorneys and CPAs, we develop long term approaches to meet the needs of the client. By structuring savings, protection, and investment goals to products and services, which match long term needs, clients are better suited for tomorrow. During retirement, we prepare for distribution and future longevity, including asset protection and estate transfer goals. Accumulation, Protection, Distribution, & Strategy are the key ingredients in developing a long term plan.

If you value the counsel of a qualified and client centric professional, I have the desire and experience to develop and implement your strategy, from accumulation of assets, to the structuring of distributions for retirment income, to long term legacy planning. We work together today to plan for your tomorrow.

I work diligently to stay at the top of my game.  Professional development is important and one of the keys to my being able to assist you and other clients. In my 23+ years of business experience, in the financial services and insurance industries, I have consistently reached milestones ranging from attending some of the best Universities to regularly qualifying for industry recognition, such as MDRT, and being a member of AXA's Paramount Planning Group and EARC. Below are a few of my industry and educational accomplishments: 

  • Universityof Richmond - Robins School of Business - B.S. Finance & Marketing
  • The George Washington University - M.S. Certification in Project Management
  • Certificate in Retirement Planning, U Penn - Wharton School of Business and AXA Advisors
  • FINRA  Security Registrations: Series 6, 7, 63, and 66 Licenses
  • Insurance Licenses: Life and Health
  • Awarded the Retirement Planning Specialist title by AXA Advisors, LLC 
  • Member of Elite Producer Group – Paramount Planning Group
  • Member of RAIFA / NAIFA
  • AXA Advisors – Outstanding Contributor 2010 (VA)
  • Awarded Elite Producers Group – PPG designation 2012-Current
  • Repeat Qualifying Member of the Million Dollar Round Table (MDRT)
  • Registered Representative & Investment Advisory Representative
  • AXA National Leaders 2007-2016
  • AXA Circleof Excellence Recognition (2010-2016)
  • AXA Hallmark I & II

I encourage you to take a few minutes to browse my website; it has been designed specifically for you, my clients and business partners. And, it is designed to help keep you informed and up to date on how I may help you better prepare for your present and future financial goals. 

There are a number of tools, calculators, and interactive-educational pieces to better serve you. If you have a question, comment, or simply need some assistance, please feel free to send me an email, or call in person.