Whether starting a career or contemplating retirement, having accumulated a sizeable estate or trying to figure out how to prioritize spending, I am committed to help my clients work toward their financial goals for themselves and their families.  This is accomplished by listening to their concerns and desires, helping them better understand their current situation, providing education and alternatives to reach their goals.

Professional Focus

As a Financial Professional with the Retirement Benefits Group, a specialized division of AXA Advisors, LLC, my practice focuses on retirement accumulation and distribution strategies as well as financial planning for individuals and families.

My clients share some common characteristics: they are committed to their success, have realistic expectations about their goals, embrace and respond to regular contact, want to better understand their current situation (good or not), and are receptive to alternatives and guidance to help them reach their goals.

Products/Services

AXA Advisors, LLC provides access to financial products and services from various investment and insurance companies.  This allows me to provide unbiased guidance and, as well as the ability to “shop around” for a suitable mix of products and services.

Most clients engage my services to address four areas: retirement savings and distribution, investment analysis/strategy, college saving options, and insurance planning (life, health, disability income and long term care).

What clients can expect of me

Educational Approach - My goal is to fully explain financial planning topics and alternatives in an easy to understand manner.

Simplicity - Life is complicated enough without owning a lineup of financial products and services that are not coordinated or are too difficult to understand.

Accessibility - Clients can expect to be able to speak with me at times convenient to them, including evenings.  It also means communications get responded to promptly, whether it is via phone, mail or e-mail.

Communication – While clients are encouraged to reach out to me at any time, I proactively contact them to keep them informed of relevant changes and topics that may impact them.

Providing Options – Understanding a client’s current portfolio of products and services is the first step, followed by reviewing alternatives so they can make an informed decision on how to move forward.

Education

Bachelors Degree in Marketing. Minor in Finance - Cleveland State University - 1999

 

Professional Licenses/Designations

FINRA Series 7, 66

Life, Health and Long Term Care